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NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN
Plan identification number 001

NATIONAL MARINE MAMMAL FOUNDATION 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.

401k Sponsoring company profile

NATIONAL MARINE MAMMAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MARINE MAMMAL FOUNDATION
Employer identification number (EIN):261501109
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MARINE MAMMAL FOUNDATION 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
0012017-01-01MIKE MARCHESANO MIKE MARCHESANO2018-10-11
0012016-01-01MIKE MARCHESANO MIKE MARCHESANO2017-10-10
0012015-01-01MIKE MARCHESANO2016-09-23 MIKE MARCHESANO2016-09-23
0012014-01-01MIKE MARCHESANO2015-09-10
0012013-01-01MIKE MARCHESANO2014-09-04
0012012-01-01MIKE MARCHESANO2013-08-29 MIKE MARCHESANO2013-08-29
0012011-01-01MIKE MARCHESANO2012-09-18
0012010-01-01MIKE MARCHESANO2011-09-19
0012009-01-01MIKE MARCHESANO

Plan Statistics for NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01154
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

Measure Date Value
2022 : NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,455,205
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$548,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$519,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,097,214
Value of total assets at end of year2022-12-31$13,066,652
Value of total assets at beginning of year2022-12-31$16,070,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,361
Total interest from all sources2022-12-31$7,434
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$477,994
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$477,994
Administrative expenses professional fees incurred2022-12-31$510
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$680,248
Participant contributions at end of year2022-12-31$131,721
Participant contributions at beginning of year2022-12-31$190,450
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,071
Other income not declared elsewhere2022-12-31$301
Total non interest bearing cash at end of year2022-12-31$29,955
Total non interest bearing cash at beginning of year2022-12-31$32,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,003,645
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,066,652
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,070,297
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
Investment advisory and management fees2022-12-31$27,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,706,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,655,075
Interest on participant loans2022-12-31$7,434
Value of interest in common/collective trusts at end of year2022-12-31$193,166
Value of interest in common/collective trusts at beginning of year2022-12-31$187,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,024,036
Net investment gain or loss from common/collective trusts2022-12-31$-14,112
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$414,895
Employer contributions (assets) at end of year2022-12-31$5,391
Employer contributions (assets) at beginning of year2022-12-31$5,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$519,079
Contract administrator fees2022-12-31$1,110
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 name2022-12-31CLARK NUBER PS
Accountancy firm EIN2022-12-31911194016
2021 : NATIONAL MARINE MAMMAL FOUNDATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,281,901
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$585,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$556,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,117,631
Value of total assets at end of year2021-12-31$16,070,297
Value of total assets at beginning of year2021-12-31$13,374,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,299
Total interest from all sources2021-12-31$9,420
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$686,078
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$686,078
Administrative expenses professional fees incurred2021-12-31$300
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$699,359
Participant contributions at end of year2021-12-31$190,450
Participant contributions at beginning of year2021-12-31$218,623
Participant contributions at beginning of year2021-12-31$20,098
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$-30
Other income not declared elsewhere2021-12-31$200
Total non interest bearing cash at end of year2021-12-31$32,314
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$2,696,177
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,070,297
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,374,120
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
Investment advisory and management fees2021-12-31$28,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,655,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,927,053
Interest on participant loans2021-12-31$9,415
Value of interest in common/collective trusts at end of year2021-12-31$187,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$182,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$182,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,464,130
Net investment gain or loss from common/collective trusts2021-12-31$4,442
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$417,100
Employer contributions (assets) at end of year2021-12-31$5,304
Employer contributions (assets) at beginning of year2021-12-31$26,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$556,425
Contract administrator fees2021-12-31$680
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER PS
Accountancy firm EIN2021-12-31911194016
2020 : NATIONAL MARINE MAMMAL FOUNDATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,632,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$648,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$626,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,203,055
Value of total assets at end of year2020-12-31$13,374,120
Value of total assets at beginning of year2020-12-31$10,390,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,431
Total interest from all sources2020-12-31$11,797
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$367,633
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$367,633
Administrative expenses professional fees incurred2020-12-31$615
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$741,677
Participant contributions at end of year2020-12-31$218,623
Participant contributions at beginning of year2020-12-31$213,553
Participant contributions at end of year2020-12-31$20,098
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$-30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$320
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$2,983,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,374,120
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,390,561
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
Investment advisory and management fees2020-12-31$20,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,927,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,069,139
Interest on participant loans2020-12-31$11,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$182,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$93,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$93,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,049,395
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$459,162
Employer contributions (assets) at end of year2020-12-31$26,237
Employer contributions (assets) at beginning of year2020-12-31$14,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$626,210
Contract administrator fees2020-12-31$1,680
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 name2020-12-31CLARK NUBER PS
Accountancy firm EIN2020-12-31911194016
2019 : NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,383,074
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,204,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,185,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,295,271
Value of total assets at end of year2019-12-31$10,390,561
Value of total assets at beginning of year2019-12-31$8,212,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,356
Total interest from all sources2019-12-31$14,354
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,168
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$349,168
Administrative expenses professional fees incurred2019-12-31$400
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
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
Contributions received from participants2019-12-31$699,251
Participant contributions at end of year2019-12-31$213,553
Participant contributions at beginning of year2019-12-31$193,141
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$146,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$-9
Other income not declared elsewhere2019-12-31$500
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$2,178,123
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,390,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,212,438
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,069,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,906,907
Interest on participant loans2019-12-31$10,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$93,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$84,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$84,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,723,781
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$449,525
Employer contributions (assets) at end of year2019-12-31$14,552
Employer contributions (assets) at beginning of year2019-12-31$27,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,185,595
Contract administrator fees2019-12-31$1,295
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER PS
Accountancy firm EIN2019-12-31911194016
2018 : NATIONAL MARINE MAMMAL FOUNDATION 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$0
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$829,971
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$758,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$739,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,496,521
Value of total assets at end of year2018-12-31$8,212,438
Value of total assets at beginning of year2018-12-31$8,140,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,462
Total interest from all sources2018-12-31$6,938
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$385,287
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$385,287
Administrative expenses professional fees incurred2018-12-31$360
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$676,907
Participant contributions at end of year2018-12-31$193,141
Participant contributions at beginning of year2018-12-31$77,953
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$374,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$-9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$-9
Other income not declared elsewhere2018-12-31$840
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$71,872
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,212,438
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,140,566
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$17,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,906,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,971,202
Interest on participant loans2018-12-31$4,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$84,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$71,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$71,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,059,615
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
Contributions received in cash from employer2018-12-31$445,243
Employer contributions (assets) at end of year2018-12-31$27,545
Employer contributions (assets) at beginning of year2018-12-31$19,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$739,637
Contract administrator fees2018-12-31$1,090
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 name2018-12-31CLARK NUBER PS
Accountancy firm EIN2018-12-31911194016
2017 : NATIONAL MARINE MAMMAL FOUNDATION 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$2,332,416
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$137,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,091,316
Value of total assets at end of year2017-12-31$8,140,566
Value of total assets at beginning of year2017-12-31$5,945,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,497
Total interest from all sources2017-12-31$3,749
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$337,793
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$337,793
Administrative expenses professional fees incurred2017-12-31$160
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$633,547
Participant contributions at end of year2017-12-31$77,953
Participant contributions at beginning of year2017-12-31$76,320
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$-9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$-48
Other income not declared elsewhere2017-12-31$416
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$2,195,203
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,140,566
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,945,363
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$16,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,971,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,743,543
Interest on participant loans2017-12-31$3,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$71,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$115,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$115,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$899,142
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$422,731
Employer contributions (assets) at end of year2017-12-31$19,673
Employer contributions (assets) at beginning of year2017-12-31$10,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,716
Contract administrator fees2017-12-31$705
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : NATIONAL MARINE MAMMAL FOUNDATION 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$1,974,360
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$155,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$136,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,546,155
Value of total assets at end of year2016-12-31$5,945,363
Value of total assets at beginning of year2016-12-31$4,126,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,158
Total interest from all sources2016-12-31$4,214
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,779
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$168,779
Administrative expenses professional fees incurred2016-12-31$220
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$574,269
Participant contributions at end of year2016-12-31$76,320
Participant contributions at beginning of year2016-12-31$100,283
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$601,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$-48
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$152
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$1,818,832
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,945,363
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,126,531
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$18,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,743,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,893,698
Interest on participant loans2016-12-31$3,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$115,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$120,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$120,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$255,060
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$369,975
Employer contributions (assets) at end of year2016-12-31$10,146
Employer contributions (assets) at beginning of year2016-12-31$12,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$136,370
Contract administrator fees2016-12-31$520
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 name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016

Form 5500 Responses for NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

2022: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL MARINE MAMMAL FOUNDATION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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