THE MARKHAM GROUP LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: THE MARKHAM GROUP 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
Total of all active and inactive participants | 2022-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 128 |
Number of participants with account balances | 2022-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 12 |
2021: THE MARKHAM GROUP 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 16 |
Total of all active and inactive participants | 2021-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 94 |
Number of participants with account balances | 2021-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: THE MARKHAM GROUP 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 83 |
Number of participants with account balances | 2020-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
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2022 : THE MARKHAM GROUP 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $85,888 |
Expenses. Total of all expenses incurred | 2022-12-31 | $54,199 |
Benefits paid (including direct rollovers) | 2022-12-31 | $59,711 |
Total plan assets at end of year | 2022-12-31 | $3,728,176 |
Total plan assets at beginning of year | 2022-12-31 | $3,696,487 |
Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
Total contributions received or receivable from participants | 2022-12-31 | $484,223 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $87,957 |
Other income received | 2022-12-31 | $-654,201 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $31,689 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,728,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,696,487 |
Assets. Value of participant loans | 2022-12-31 | $25,986 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $167,909 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $-5,634 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $122 |
2021 : THE MARKHAM GROUP 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $949,326 |
Expenses. Total of all expenses incurred | 2021-12-31 | $87,549 |
Benefits paid (including direct rollovers) | 2021-12-31 | $67,591 |
Total plan assets at end of year | 2021-12-31 | $3,696,487 |
Total plan assets at beginning of year | 2021-12-31 | $2,834,710 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Total contributions received or receivable from participants | 2021-12-31 | $339,820 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $468,676 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $861,777 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,696,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,834,710 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $140,830 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $5,634 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,324 |
2020 : THE MARKHAM GROUP 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $682 |
Total income from all sources | 2020-12-31 | $867,012 |
Expenses. Total of all expenses incurred | 2020-12-31 | $191,649 |
Benefits paid (including direct rollovers) | 2020-12-31 | $190,070 |
Total plan assets at end of year | 2020-12-31 | $2,834,710 |
Total plan assets at beginning of year | 2020-12-31 | $2,160,029 |
Value of fidelity bond covering the plan | 2020-12-31 | $90,000 |
Total contributions received or receivable from participants | 2020-12-31 | $276,376 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $491,291 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $675,363 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,834,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,159,347 |
Assets. Value of participant loans | 2020-12-31 | $8,091 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $99,345 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $-682 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,261 |
2022: THE MARKHAM GROUP 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE MARKHAM GROUP 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE MARKHAM GROUP 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |