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RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

RONALD MARK ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KELLY DURANTE2023-07-06
0012021-01-01HOWARD KATUNA2022-07-22
0012020-01-01HOWARD KATUNA2021-06-29
0012019-01-01LESLIE SATZ2020-07-07
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01LESLIE J. SATZ2017-10-16
0012015-01-01DANNIELLE PARSLEY
0012015-01-01DANNIELLE PARSLEY
0012015-01-01DANNIELLE PARSLEY
0012014-01-01LESLIE J. SATZ2015-07-22
0012014-01-01LESLIE J. SATZ2016-10-18
0012013-01-01
0012012-01-01LESLIE J. SATZ2013-07-17
0012011-01-01LESLIE SATZ2012-07-09
0012010-01-01MICHAEL SATZ2011-07-26

Plan Statistics for RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0162
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0174
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01108
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110

Financial Data on RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,013,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$982,667
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$7,231,600
Value of total assets at beginning of year2017-12-31$8,089,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,387
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$218,250
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$357,474
Participant contributions at end of year2017-12-31$229,777
Participant contributions at beginning of year2017-12-31$181,324
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$469
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,952,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,011,724
Interest on participant loans2017-12-31$12,925
Interest earned on other investments2017-12-31$18,837
Value of interest in common/collective trusts at end of year2017-12-31$760,819
Value of interest in common/collective trusts at beginning of year2017-12-31$434,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$36,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 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
Contributions received in cash from employer2017-12-31$288,764
Employer contributions (assets) at end of year2017-12-31$288,764
Employer contributions (assets) at beginning of year2017-12-31$426,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$982,667
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 name2017-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2017-12-31133418879
2016 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING 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$1,373,669
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$123,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,304
Expenses. Certain deemed distributions of participant loans2016-12-31$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 year2016-12-31$8,089,684
Value of total assets at beginning of year2016-12-31$6,839,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,608
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$193,984
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$349,612
Participant contributions at end of year2016-12-31$181,324
Participant contributions at beginning of year2016-12-31$222,933
Participant contributions at beginning of year2016-12-31$2,373
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,445,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,186,624
Interest on participant loans2016-12-31$11,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$36,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 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
Contributions received in cash from employer2016-12-31$426,153
Employer contributions (assets) at end of year2016-12-31$426,151
Employer contributions (assets) at beginning of year2016-12-31$422,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,304
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 name2016-12-31JM CPA
Accountancy firm EIN2016-12-31810877236
2015 : RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING 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$478
Total income from all sources (including contributions)2015-12-31$675,521
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$307,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$297,432
Expenses. Certain deemed distributions of participant loans2015-12-31$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 year2015-12-31$6,839,282
Value of total assets at beginning of year2015-12-31$6,471,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,387
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$193,967
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$307,024
Participant contributions at end of year2015-12-31$222,933
Participant contributions at beginning of year2015-12-31$188,986
Participant contributions at end of year2015-12-31$2,373
Participant contributions at beginning of year2015-12-31$3,794
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,186,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,860,894
Interest on participant loans2015-12-31$10,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-258,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Contributions received in cash from employer2015-12-31$422,515
Employer contributions (assets) at end of year2015-12-31$422,515
Employer contributions (assets) at beginning of year2015-12-31$417,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$297,432
Contract administrator fees2015-12-31$2,499
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$478
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 name2015-12-31JM CPA, LLP
Accountancy firm EIN2015-12-31234784475

Form 5500 Responses for RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2017: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RONALD MARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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