METROPOLITAN MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan METROPOLITAN COMPANIES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : METROPOLITAN COMPANIES 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,311,618 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $160,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $142,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,020,252 |
| Value of total assets at end of year | 2023-12-31 | $2,335,366 |
| Value of total assets at beginning of year | 2023-12-31 | $1,183,936 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $18,160 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $32,552 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $32,552 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $180,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $817,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $14,184 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,151,430 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,335,366 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,183,936 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,118,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,019,206 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $29,157 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $26,994 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $26,994 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $258,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $188,225 |
| Employer contributions (assets) at end of year | 2023-12-31 | $188,195 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $137,736 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $142,028 |
| Contract administrator fees | 2023-12-31 | $18,158 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MARIA T. HURD, CPA |
| Accountancy firm EIN | 2023-12-31 | 510232399 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,311,618 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $160,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $142,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,020,252 |
| Value of total assets at end of year | 2023-01-01 | $2,335,366 |
| Value of total assets at beginning of year | 2023-01-01 | $1,183,936 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $18,160 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $32,552 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $32,552 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $180,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $817,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $14,184 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,151,430 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,335,366 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,183,936 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,118,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,019,206 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $29,157 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $258,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $188,225 |
| Employer contributions (assets) at end of year | 2023-01-01 | $188,195 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $137,736 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $142,028 |
| Contract administrator fees | 2023-01-01 | $18,158 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BELFINT, LYONS & SHUMAN, P.A. |
| Accountancy firm EIN | 2023-01-01 | 510232399 |
| 2022 : METROPOLITAN COMPANIES 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $647,851 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $78,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $65,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $771,853 |
| Value of total assets at end of year | 2022-12-31 | $1,183,936 |
| Value of total assets at beginning of year | 2022-12-31 | $614,585 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,883 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,799 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $180,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $609,312 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $24,805 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $569,351 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,183,936 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $614,585 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,019,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $475,842 |
| Interest on participant loans | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $26,994 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,666 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-136,801 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $137,736 |
| Employer contributions (assets) at end of year | 2022-12-31 | $137,736 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $122,077 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $65,617 |
| Contract administrator fees | 2022-12-31 | $12,883 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MARIA T. HURD, CPA |
| Accountancy firm EIN | 2022-12-31 | 510232399 |
| Total transfers to/from plan in this plan year | 2022-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-23 | 8148 |
| Net assets as of the end of the plan year | 2022-09-23 | 492508 |
| Total assets as of the beginning of the plan year | 2022-09-23 | 52170 |
| Value of plan covered by a fidelity bond | 2022-09-23 | 30000 |
| Participant contributions to plan in this plan year | 2022-09-23 | 385316 |
| Other expenses paid from plan in this plan year | 2022-09-23 | 2735 |
| Other contributions to plan in this plan year | 2022-09-23 | 16519 |
| Other income to plan in this plan year | 2022-09-23 | 34214 |
| Plan net income in this plan year | 2022-09-23 | 440338 |
| Net assets as of the end of the plan year | 2022-09-23 | 492508 |
| Net assets as of the beginning of the plan year | 2022-09-23 | 52170 |
| Employer contributions to plan in this plan year | 2022-09-23 | 12437 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-23 | 0 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $647,851 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $78,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $65,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $771,853 |
| Value of total assets at end of year | 2022-01-01 | $1,183,936 |
| Value of total assets at beginning of year | 2022-01-01 | $614,585 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $12,883 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $12,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $12,799 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $180,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $609,312 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $24,805 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $569,351 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,183,936 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $614,585 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,019,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $475,842 |
| Interest on participant loans | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $26,994 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-136,801 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $137,736 |
| Employer contributions (assets) at end of year | 2022-01-01 | $137,736 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $122,077 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $65,617 |
| Contract administrator fees | 2022-01-01 | $12,883 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MARIA T. HURD, CPA |
| Accountancy firm EIN | 2022-01-01 | 510232399 |