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THE OHIO MASONIC HOME PENSION PLAN 401k Plan overview

Plan NameTHE OHIO MASONIC HOME PENSION PLAN
Plan identification number 001

THE OHIO MASONIC HOME PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE OHIO MASONIC HOME has sponsored the creation of one or more 401k plans.

Company Name:THE OHIO MASONIC HOME
Employer identification number (EIN):310536997
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about THE OHIO MASONIC HOME

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1890-02-25
Company Identification Number: 7260
Legal Registered Office Address: 2655 W. NATIONAL ROAD
-
SPRINGFIELD
United States of America (USA)
45504

More information about THE OHIO MASONIC HOME

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OHIO MASONIC HOME PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHN WHITE
0012014-01-01JOHN WHITE
0012013-01-01FILED WITH AN AUTHORIZED SIGNATURE
0012012-01-01FILED WITH AUTHORIZED SIGNATURE
0012011-01-01JOHN WHITE
0012009-01-01MARION LEEMAN JOHN WHITE2010-10-13

Plan Statistics for THE OHIO MASONIC HOME PENSION PLAN

401k plan membership statisitcs for THE OHIO MASONIC HOME PENSION PLAN

Measure Date Value
2017: THE OHIO MASONIC HOME PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE OHIO MASONIC HOME PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0186
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE OHIO MASONIC HOME PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01287
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE OHIO MASONIC HOME PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01413
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-0184
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE OHIO MASONIC HOME PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01430
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE OHIO MASONIC HOME PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01451
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-0175
Number of other retired or separated participants entitled to future benefits2012-01-01212
Total of all active and inactive participants2012-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE OHIO MASONIC HOME PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01460
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-0171
Number of other retired or separated participants entitled to future benefits2011-01-01224
Total of all active and inactive participants2011-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE OHIO MASONIC HOME PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01597
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-0166
Number of other retired or separated participants entitled to future benefits2009-01-01231
Total of all active and inactive participants2009-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE OHIO MASONIC HOME PENSION PLAN

Measure Date Value
2017 : THE OHIO MASONIC HOME PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$425,610
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$6,234,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$6,234,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$425,000
Value of total assets at end of year2017-03-31$0
Value of total assets at beginning of year2017-03-31$5,809,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$0
Total interest from all sources2017-03-31$610
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-5,809,388
Value of net assets at end of year (total assets less liabilities)2017-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$5,809,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$5,808,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$5,808,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$425,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$6,234,998
Did the plan have assets held for investment2017-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31PLANTE MORAN LLC
Accountancy firm EIN2017-03-31381357951
2016 : THE OHIO MASONIC HOME PENSION 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$7,671
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,226,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,226,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$5,809,388
Value of total assets at beginning of year2016-12-31$10,028,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5
Total interest from all sources2016-12-31$7,402
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$426
Other income not declared elsewhere2016-12-31$269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,218,970
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,809,388
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,028,358
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$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,808,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,027,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,027,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,226,636
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
2015 : THE OHIO MASONIC HOME PENSION 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$0
Total income from all sources (including contributions)2015-12-31$103,032
Total loss/gain on sale of assets2015-12-31$33,923
Total of all expenses incurred2015-12-31$828,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$820,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$10,028,358
Value of total assets at beginning of year2015-12-31$10,753,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,618
Total interest from all sources2015-12-31$16,630
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-63
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-63
Administrative expenses professional fees incurred2015-12-31$8,520
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32,861
Other income not declared elsewhere2015-12-31$55,526
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-725,458
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,028,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,753,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$-902
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,416,663
Income. Interest from US Government securities2015-12-31$547
Income. Interest from corporate debt instruments2015-12-31$11,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,027,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$983,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$983,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,667
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$598,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$820,872
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,721,658
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
Aggregate proceeds on sale of assets2015-12-31$11,329,262
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,295,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN LLC
Accountancy firm EIN2015-12-31381357951
2014 : THE OHIO MASONIC HOME PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-71,116
Total unrealized appreciation/depreciation of assets2014-12-31$-71,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,230
Total income from all sources (including contributions)2014-12-31$2,511,340
Total loss/gain on sale of assets2014-12-31$-115
Total of all expenses incurred2014-12-31$3,904,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,876,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,110,000
Value of total assets at end of year2014-12-31$10,753,811
Value of total assets at beginning of year2014-12-31$12,157,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,499
Total interest from all sources2014-12-31$80,395
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$97,479
Administrative expenses professional fees incurred2014-12-31$30,293
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,230
Other income not declared elsewhere2014-12-31$40,449
Total non interest bearing cash at end of year2014-12-31$536
Total non interest bearing cash at beginning of year2014-12-31$8,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,393,161
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,753,811
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,146,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$-1,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,416,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,690,935
Income. Interest from US Government securities2014-12-31$3,791
Income. Interest from corporate debt instruments2014-12-31$76,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$983,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$242,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$242,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$64
Asset value of US Government securities at end of year2014-12-31$598,407
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$254,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,110,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,876,002
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,721,653
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,938,970
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,939,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2014-12-31341663157
2013 : THE OHIO MASONIC HOME PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,481
Total income from all sources (including contributions)2013-12-31$1,840,828
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$910,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$873,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$380,000
Value of total assets at end of year2013-12-31$12,157,202
Value of total assets at beginning of year2013-12-31$11,225,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,203
Total interest from all sources2013-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$232,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$232,066
Administrative expenses professional fees incurred2013-12-31$39,838
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,481
Other income not declared elsewhere2013-12-31$940
Total non interest bearing cash at end of year2013-12-31$8,772
Total non interest bearing cash at beginning of year2013-12-31$15,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$930,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,146,972
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,216,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$-3,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,690,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,835,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$242,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$177,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$177,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,227,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$380,000
Employer contributions (assets) at end of year2013-12-31$210,000
Employer contributions (assets) at beginning of year2013-12-31$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$873,854
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2013-12-31341663157
2012 : THE OHIO MASONIC HOME PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,880
Total income from all sources (including contributions)2012-12-31$1,659,356
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$740,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$703,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$280,000
Value of total assets at end of year2012-12-31$11,225,682
Value of total assets at beginning of year2012-12-31$10,306,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,453
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$263,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$263,320
Administrative expenses professional fees incurred2012-12-31$37,930
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-273
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,880
Total non interest bearing cash at end of year2012-12-31$15,655
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$918,605
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,216,201
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,297,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$-477
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,835,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,149,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$177,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$150,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$150,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,116,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$280,000
Employer contributions (assets) at end of year2012-12-31$180,000
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$703,571
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2012-12-31341663157
2011 : THE OHIO MASONIC HOME PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,882
Total unrealized appreciation/depreciation of assets2011-12-31$1,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,762
Total income from all sources (including contributions)2011-12-31$-127,697
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$614,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$572,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$10,306,476
Value of total assets at beginning of year2011-12-31$11,050,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,273
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$244,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$244,177
Administrative expenses professional fees incurred2011-12-31$42,718
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,762
Administrative expenses (other) incurred2011-12-31$-445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-742,512
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,297,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,040,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,149,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,931,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$150,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$111,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$111,686
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-373,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$572,542
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2011-12-31341663157
2010 : THE OHIO MASONIC HOME PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,059,765
Total unrealized appreciation/depreciation of assets2010-12-31$1,059,765
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,339
Total income from all sources (including contributions)2010-12-31$1,298,620
Total loss/gain on sale of assets2010-12-31$-65
Total of all expenses incurred2010-12-31$992,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$956,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$11,050,870
Value of total assets at beginning of year2010-12-31$10,744,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,141
Total interest from all sources2010-12-31$381
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$238,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$238,539
Administrative expenses professional fees incurred2010-12-31$36,141
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$305,788
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,040,108
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,734,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,931,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,921,215
Income. Interest from US Government securities2010-12-31$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$111,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,818,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,818,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$363
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$956,691
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,419,362
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,419,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOWARD, WERSHBALE & CO
Accountancy firm EIN2010-12-31341663157
2009 : THE OHIO MASONIC HOME PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE OHIO MASONIC HOME PENSION PLAN

2017: THE OHIO MASONIC HOME PENSION 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE OHIO MASONIC HOME PENSION 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: THE OHIO MASONIC HOME PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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
2014: THE OHIO MASONIC HOME PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE OHIO MASONIC HOME PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE OHIO MASONIC HOME PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE OHIO MASONIC HOME PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE OHIO MASONIC HOME PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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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