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Plan Name | RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | RONALD MARK ASSOCIATES, INC. |
Employer identification number (EIN): | 222025459 |
NAIC Classification: | 541400 |
Additional information about RONALD MARK ASSOCIATES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1977-05-05 |
Company Identification Number: | 0004070606 |
Legal Registered Office Address: |
PO BOX 766 HILLSIDE United States of America (USA) 07205 |
More information about RONALD MARK ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | KELLY DURANTE | 2023-07-06 | ||
001 | 2021-01-01 | HOWARD KATUNA | 2022-07-22 | ||
001 | 2020-01-01 | HOWARD KATUNA | 2021-06-29 | ||
001 | 2019-01-01 | LESLIE SATZ | 2020-07-07 | ||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2016-01-01 | LESLIE J. SATZ | 2017-10-16 | ||
001 | 2015-01-01 | DANNIELLE PARSLEY | |||
001 | 2015-01-01 | DANNIELLE PARSLEY | |||
001 | 2015-01-01 | DANNIELLE PARSLEY | |||
001 | 2014-01-01 | LESLIE J. SATZ | 2015-07-22 | ||
001 | 2014-01-01 | LESLIE J. SATZ | 2016-10-18 | ||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | LESLIE J. SATZ | 2013-07-17 | ||
001 | 2011-01-01 | LESLIE SATZ | 2012-07-09 | ||
001 | 2010-01-01 | MICHAEL SATZ | 2011-07-26 |
Measure | Date | Value |
---|---|---|
2017: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 74 |
Number of participants with account balances | 2017-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 24 |
Total of all active and inactive participants | 2016-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 108 |
Number of participants with account balances | 2016-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 28 |
Total of all active and inactive participants | 2015-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 122 |
Number of participants with account balances | 2015-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2017 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $1,677,177 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,832,435 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,013,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $982,667 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $16,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $646,707 |
Value of total assets at end of year | 2017-12-31 | $7,231,600 |
Value of total assets at beginning of year | 2017-12-31 | $8,089,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,387 |
Total interest from all sources | 2017-12-31 | $31,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $218,250 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $218,250 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $357,474 |
Participant contributions at end of year | 2017-12-31 | $229,777 |
Participant contributions at beginning of year | 2017-12-31 | $181,324 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $469 |
Administrative expenses (other) incurred | 2017-12-31 | $14,387 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $819,093 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,231,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,089,684 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,952,240 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,011,724 |
Interest on participant loans | 2017-12-31 | $12,925 |
Interest earned on other investments | 2017-12-31 | $18,837 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $760,819 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $434,038 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $36,447 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $36,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $935,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $288,764 |
Employer contributions (assets) at end of year | 2017-12-31 | $288,764 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $426,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $982,667 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GETTRY MARCUS CPA, P.C. |
Accountancy firm EIN | 2017-12-31 | 133418879 |
2016 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,373,669 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $123,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $112,304 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $775,765 |
Value of total assets at end of year | 2016-12-31 | $8,089,684 |
Value of total assets at beginning of year | 2016-12-31 | $6,839,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,608 |
Total interest from all sources | 2016-12-31 | $11,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $193,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $193,984 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $349,612 |
Participant contributions at end of year | 2016-12-31 | $181,324 |
Participant contributions at beginning of year | 2016-12-31 | $222,933 |
Participant contributions at beginning of year | 2016-12-31 | $2,373 |
Administrative expenses (other) incurred | 2016-12-31 | $3,608 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,250,402 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,089,684 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,839,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,445,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,186,624 |
Interest on participant loans | 2016-12-31 | $11,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $36,447 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $392,483 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $426,153 |
Employer contributions (assets) at end of year | 2016-12-31 | $426,151 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $422,515 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $112,304 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JM CPA |
Accountancy firm EIN | 2016-12-31 | 810877236 |
2015 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $478 |
Total income from all sources (including contributions) | 2015-12-31 | $675,521 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $307,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $297,432 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $4,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $729,539 |
Value of total assets at end of year | 2015-12-31 | $6,839,282 |
Value of total assets at beginning of year | 2015-12-31 | $6,471,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,387 |
Total interest from all sources | 2015-12-31 | $10,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $193,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $193,967 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $307,024 |
Participant contributions at end of year | 2015-12-31 | $222,933 |
Participant contributions at beginning of year | 2015-12-31 | $188,986 |
Participant contributions at end of year | 2015-12-31 | $2,373 |
Participant contributions at beginning of year | 2015-12-31 | $3,794 |
Administrative expenses (other) incurred | 2015-12-31 | $2,888 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $368,055 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,839,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,471,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,186,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,860,894 |
Interest on participant loans | 2015-12-31 | $10,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,837 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $761 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-258,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $422,515 |
Employer contributions (assets) at end of year | 2015-12-31 | $422,515 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $417,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $297,432 |
Contract administrator fees | 2015-12-31 | $2,499 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $478 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JM CPA, LLP |
Accountancy firm EIN | 2015-12-31 | 234784475 |
2017: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |