?>
Logo

THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE MORAN GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MORAN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MORAN GROUP, INC.
Employer identification number (EIN):200069179
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBORAH L. STEIN
0012016-01-01DEBORAH L. STEIN
0012015-01-01DEBORAH L. STEIN
0012014-01-01DEBORAH L. STEIN
0012013-01-01DEBORAH L. STEIN
0012012-01-01DEBORAH L. STEIN
0012011-01-01DEBORAH L. STEIN
0012010-01-01DEBORAH STEIN
0012009-01-01DEBORAH STEIN

Plan Statistics for THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01359
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01382
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01380
Total number of active participants reported on line 7a of the Form 55002021-01-01324
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01352
Number of participants with account balances2021-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01348
Total number of active participants reported on line 7a of the Form 55002020-01-01322
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01342
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01298
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01317
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01296
Total number of active participants reported on line 7a of the Form 55002018-01-01253
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01275
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01251
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01269
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Number of participants with account balances2013-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01116
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01110
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$261
Total income from all sources (including contributions)2022-12-31$-894,040
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,042,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,919,473
Expenses. Certain deemed distributions of participant loans2022-12-31$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,809,640
Value of total assets at end of year2022-12-31$13,416,447
Value of total assets at beginning of year2022-12-31$17,353,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$122,997
Total interest from all sources2022-12-31$11,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$364,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$364,419
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,807,341
Participant contributions at end of year2022-12-31$238,603
Participant contributions at beginning of year2022-12-31$231,260
Participant contributions at end of year2022-12-31$18,910
Participant contributions at beginning of year2022-12-31$16
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$261
Other income not declared elsewhere2022-12-31$21,771
Administrative expenses (other) incurred2022-12-31$122,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,936,513
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,416,447
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,352,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,094,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,889,501
Interest on participant loans2022-12-31$11,347
Value of interest in common/collective trusts at end of year2022-12-31$2,063,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,232,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,232,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,173,383
Net investment gain or loss from common/collective trusts2022-12-31$72,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,919,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2022-12-31383133790
2021 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$261
Total income from all sources (including contributions)2021-12-31$3,558,973
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,908,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,648,206
Value of total corrective distributions2021-12-31$123,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,541,259
Value of total assets at end of year2021-12-31$17,353,221
Value of total assets at beginning of year2021-12-31$15,702,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,907
Total interest from all sources2021-12-31$24,377
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$267,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$267,741
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,517,106
Participant contributions at end of year2021-12-31$231,260
Participant contributions at beginning of year2021-12-31$238,571
Participant contributions at end of year2021-12-31$16
Participant contributions at beginning of year2021-12-31$16
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,650,902
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,352,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,702,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,889,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,982,026
Interest on participant loans2021-12-31$12,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,232,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,481,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,481,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,725,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,648,206
Contract administrator fees2021-12-31$135,907
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2021-12-31383133790
2020 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$261
Total income from all sources (including contributions)2020-12-31$3,335,422
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,029,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,885,774
Value of total corrective distributions2020-12-31$104,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,351,699
Value of total assets at end of year2020-12-31$15,702,319
Value of total assets at beginning of year2020-12-31$14,396,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,522
Total interest from all sources2020-12-31$29,944
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$233,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$233,701
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,255,316
Participant contributions at end of year2020-12-31$238,571
Participant contributions at beginning of year2020-12-31$228,183
Participant contributions at end of year2020-12-31$16
Participant contributions at beginning of year2020-12-31$16
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$261
Other income not declared elsewhere2020-12-31$571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,305,645
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,702,058
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,396,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,982,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,906,362
Interest on participant loans2020-12-31$13,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,481,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,262,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,262,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,719,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,885,774
Contract administrator fees2020-12-31$39,522
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2020-12-31383133790
2019 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,465
Total income from all sources (including contributions)2019-12-31$5,146,011
Total income from all sources (including contributions)2019-12-31$5,146,011
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,706,759
Total of all expenses incurred2019-12-31$1,706,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,543,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,543,069
Value of total corrective distributions2019-12-31$88,584
Value of total corrective distributions2019-12-31$88,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,777,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,777,200
Value of total assets at end of year2019-12-31$14,396,674
Value of total assets at beginning of year2019-12-31$10,958,626
Value of total assets at beginning of year2019-12-31$10,958,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,106
Total interest from all sources2019-12-31$30,231
Total interest from all sources2019-12-31$30,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$205,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$205,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$205,394
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$205,394
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,232,689
Contributions received from participants2019-12-31$1,232,689
Participant contributions at end of year2019-12-31$228,183
Participant contributions at end of year2019-12-31$228,183
Participant contributions at beginning of year2019-12-31$248,902
Participant contributions at beginning of year2019-12-31$248,902
Participant contributions at end of year2019-12-31$16
Participant contributions at end of year2019-12-31$16
Participant contributions at beginning of year2019-12-31$1,920
Participant contributions at beginning of year2019-12-31$1,920
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,544,511
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,544,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$894
Other income not declared elsewhere2019-12-31$202
Other income not declared elsewhere2019-12-31$202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,439,252
Value of net income/loss2019-12-31$3,439,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,396,413
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,396,413
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,957,161
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,957,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,711
Investment advisory and management fees2019-12-31$42,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,906,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,906,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,483,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,483,730
Interest on participant loans2019-12-31$12,802
Interest on participant loans2019-12-31$12,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,262,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,262,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,224,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,224,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,224,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,224,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,132,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,132,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,543,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,543,069
Contract administrator fees2019-12-31$32,395
Contract administrator fees2019-12-31$32,395
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$571
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$571
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm name2019-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2019-12-31383133790
Accountancy firm EIN2019-12-31383133790
2018 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,465
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$499,816
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,242,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,105,305
Value of total corrective distributions2018-12-31$66,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,199,839
Value of total assets at end of year2018-12-31$10,958,626
Value of total assets at beginning of year2018-12-31$11,700,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,572
Total interest from all sources2018-12-31$17,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$181,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$181,004
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,126,454
Participant contributions at end of year2018-12-31$248,902
Participant contributions at beginning of year2018-12-31$107,613
Participant contributions at end of year2018-12-31$1,920
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-743,020
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,957,161
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,700,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,483,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,780,474
Interest on participant loans2018-12-31$7,713
Interest earned on other investments2018-12-31$108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,224,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$688,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$688,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$123,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-898,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,105,305
Contract administrator fees2018-12-31$30,336
Liabilities. Value of benefit claims payable at end of year2018-12-31$571
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN2018-12-31383133790
2017 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,073,481
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$372,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$271,992
Value of total corrective distributions2017-12-31$43,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,594,651
Value of total assets at end of year2017-12-31$11,700,181
Value of total assets at beginning of year2017-12-31$8,999,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,856
Total interest from all sources2017-12-31$17,648
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$147,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$997,255
Participant contributions at end of year2017-12-31$107,613
Participant contributions at beginning of year2017-12-31$155,732
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$9,024
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$597,396
Other income not declared elsewhere2017-12-31$9,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,701,086
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,700,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,999,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,780,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,037,989
Interest on participant loans2017-12-31$5,797
Interest earned on other investments2017-12-31$9,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$688,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$123,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,796,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,304,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$271,992
Contract administrator fees2017-12-31$32,625
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2017-12-31381613627
2016 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,250,107
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$167,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$103,321
Value of total corrective distributions2016-12-31$40,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$772,845
Value of total assets at end of year2016-12-31$8,999,095
Value of total assets at beginning of year2016-12-31$7,916,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,768
Total interest from all sources2016-12-31$25,731
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$262,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$262,435
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$759,603
Participant contributions at end of year2016-12-31$155,732
Participant contributions at beginning of year2016-12-31$172,131
Participant contributions at end of year2016-12-31$9,024
Participant contributions at beginning of year2016-12-31$6,762
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,242
Other income not declared elsewhere2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,082,780
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,999,095
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,916,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,037,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,243,161
Interest on participant loans2016-12-31$7,106
Interest earned on other investments2016-12-31$18,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,796,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,494,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$188,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$103,321
Contract administrator fees2016-12-31$1,825
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2016-12-31381613627
2015 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$714,663
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$382,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$325,572
Value of total corrective distributions2015-12-31$36,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$686,337
Value of total assets at end of year2015-12-31$7,916,315
Value of total assets at beginning of year2015-12-31$7,584,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,648
Total interest from all sources2015-12-31$24,527
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$361,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$361,321
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$683,244
Participant contributions at end of year2015-12-31$172,131
Participant contributions at beginning of year2015-12-31$169,344
Participant contributions at end of year2015-12-31$6,762
Participant contributions at beginning of year2015-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$332,036
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,916,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,584,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,243,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,952,446
Interest on participant loans2015-12-31$6,721
Interest earned on other investments2015-12-31$17,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,494,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,462,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-357,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$325,572
Contract administrator fees2015-12-31$1,375
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2015-12-31381613627
2014 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,045,449
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$655,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$653,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$621,798
Value of total assets at end of year2014-12-31$7,584,279
Value of total assets at beginning of year2014-12-31$7,193,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,312
Total interest from all sources2014-12-31$25,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$357,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$357,624
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$612,052
Participant contributions at end of year2014-12-31$169,344
Participant contributions at beginning of year2014-12-31$128,929
Participant contributions at end of year2014-12-31$25
Participant contributions at beginning of year2014-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$390,362
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,584,279
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,193,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,952,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,528,132
Interest on participant loans2014-12-31$6,326
Interest earned on other investments2014-12-31$19,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,462,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,536,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$40,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$653,775
Contract administrator fees2014-12-31$1,312
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2014-12-31381613627
2013 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,595,824
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$71,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$68,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$527,975
Value of total assets at end of year2013-12-31$7,193,917
Value of total assets at beginning of year2013-12-31$5,669,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,682
Total interest from all sources2013-12-31$21,795
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$240,283
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$527,975
Participant contributions at end of year2013-12-31$128,929
Participant contributions at beginning of year2013-12-31$69,163
Participant contributions at end of year2013-12-31$25
Participant contributions at beginning of year2013-12-31$25
Other income not declared elsewhere2013-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,524,790
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,193,917
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,669,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,528,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,300,540
Interest on participant loans2013-12-31$3,896
Interest earned on other investments2013-12-31$17,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,536,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,299,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$805,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,352
Contract administrator fees2013-12-31$2,682
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2013-12-31381613627
2012 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$972,457
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$108,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$424,161
Value of total assets at end of year2012-12-31$5,669,127
Value of total assets at beginning of year2012-12-31$4,804,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,490
Total interest from all sources2012-12-31$23,394
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$122,018
Administrative expenses professional fees incurred2012-12-31$1,490
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$424,161
Participant contributions at end of year2012-12-31$69,163
Participant contributions at beginning of year2012-12-31$87,135
Participant contributions at end of year2012-12-31$25
Participant contributions at beginning of year2012-12-31$8,032
Other income not declared elsewhere2012-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$864,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,669,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,804,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,300,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,332,423
Interest on participant loans2012-12-31$3,723
Interest earned on other investments2012-12-31$19,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,299,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,377,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$402,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$106,734
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2012-12-31381613627
2011 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$307,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$94,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$385,686
Value of total assets at end of year2011-12-31$4,804,894
Value of total assets at beginning of year2011-12-31$4,593,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,368
Total interest from all sources2011-12-31$5,153
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,368
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$385,686
Participant contributions at end of year2011-12-31$87,135
Participant contributions at beginning of year2011-12-31$122,267
Participant contributions at end of year2011-12-31$8,032
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$210,962
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,804,894
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,593,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,332,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,283,932
Interest on participant loans2011-12-31$5,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,377,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,187,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-83,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$94,820
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2011-12-31381613627
2010 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$904,623
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$342,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$340,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$417,529
Value of total assets at end of year2010-12-31$4,593,932
Value of total assets at beginning of year2010-12-31$4,031,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,215
Total interest from all sources2010-12-31$7,146
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,215
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$308,352
Participant contributions at end of year2010-12-31$122,267
Participant contributions at beginning of year2010-12-31$127,098
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,488
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$109,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$562,544
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,593,932
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,031,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,283,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,138,527
Interest on participant loans2010-12-31$7,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,187,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$761,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$479,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$340,864
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PAUL V. ENGSTROM & CO.
Accountancy firm EIN2010-12-31381613627
2009 : THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN

2022: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE MORAN GROUP, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 1
Insurance contract or identification number512792-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 1
Insurance contract or identification number512792-000
Number of Individuals Covered175
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,258
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees16258
Additional information about fees paid to insurance brokerSERVICE FEE INCOME
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 1
Insurance contract or identification number512792-000
Number of Individuals Covered177
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,835
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees13835
Additional information about fees paid to insurance brokerSERVICE FEE INCOME
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 1
Insurance contract or identification number512792-000
Number of Individuals Covered185
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,609
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees12609
Additional information about fees paid to insurance brokerSERVICE FEE INCOME
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number456007-01
Policy instance 1
Insurance contract or identification number456007-01
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 2
Insurance contract or identification number512792-000
Number of Individuals Covered167
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,689
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees11689
Additional information about fees paid to insurance brokerSERVICE FEE INCOME
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number456007-01
Policy instance 1
Insurance contract or identification number456007-01
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512792-000
Policy instance 2
Insurance contract or identification number512792-000
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,191
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees19191
Additional information about fees paid to insurance brokerSERVICE FEE INCOME
Insurance broker organization code?5
Insurance broker nameHOWARD SIMON & ASSOCIATES, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3