?>
Logo

THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 401k Plan overview

Plan NameTHE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN
Plan identification number 003

THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

THE MARTIN BROWER COMPANY, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:THE MARTIN BROWER COMPANY, L.L.C.
Employer identification number (EIN):362749105
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01JEFF A CARLSEN KURT ROEMER2016-10-14
0032014-01-01JEFF A CARLSEN KURT ROEMER2015-10-06
0032013-01-01JEFF A CARLSEN DAN A DOHENY2014-10-14
0032012-01-01JEFF A CARLSEN DAN A DOHENY2013-10-11
0032011-01-01JEFF CARLSEN DAN DOHENY2012-10-11
0032009-01-01JEFF A. CARLSEN DANIEL P. DOHENY2011-10-14
0032009-01-01JEFF A. CARLSEN DANIEL P. DOHENY2010-10-14

Plan Statistics for THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN

401k plan membership statisitcs for THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN

Measure Date Value
2015: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,475
Total number of active participants reported on line 7a of the Form 55002015-01-01410
Number of retired or separated participants receiving benefits2015-01-01294
Number of other retired or separated participants entitled to future benefits2015-01-01669
Total of all active and inactive participants2015-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0176
Total participants2015-01-011,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,540
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-01288
Number of other retired or separated participants entitled to future benefits2014-01-01671
Total of all active and inactive participants2014-01-011,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0181
Total participants2014-01-011,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,532
Total number of active participants reported on line 7a of the Form 55002013-01-01449
Number of retired or separated participants receiving benefits2013-01-01264
Number of other retired or separated participants entitled to future benefits2013-01-01753
Total of all active and inactive participants2013-01-011,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0174
Total participants2013-01-011,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,570
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of retired or separated participants receiving benefits2012-01-01248
Number of other retired or separated participants entitled to future benefits2012-01-01755
Total of all active and inactive participants2012-01-011,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0147
Total participants2012-01-011,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,625
Total number of active participants reported on line 7a of the Form 55002011-01-01500
Number of retired or separated participants receiving benefits2011-01-01240
Number of other retired or separated participants entitled to future benefits2011-01-01778
Total of all active and inactive participants2011-01-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0152
Total participants2011-01-011,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,673
Total number of active participants reported on line 7a of the Form 55002009-01-01585
Number of retired or separated participants receiving benefits2009-01-01212
Number of other retired or separated participants entitled to future benefits2009-01-01808
Total of all active and inactive participants2009-01-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0133
Total participants2009-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN

Measure Date Value
2015 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,574,437
Total unrealized appreciation/depreciation of assets2015-12-31$-4,574,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$68,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,446
Total income from all sources (including contributions)2015-12-31$3,713,514
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,206,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,431,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,904,586
Value of total assets at end of year2015-12-31$85,084,045
Value of total assets at beginning of year2015-12-31$85,555,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$774,780
Total interest from all sources2015-12-31$692,652
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,597,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$16,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Liabilities. Value of operating payables at end of year2015-12-31$68,673
Liabilities. Value of operating payables at beginning of year2015-12-31$47,446
Total non interest bearing cash at end of year2015-12-31$218,773
Total non interest bearing cash at beginning of year2015-12-31$207,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-492,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,015,372
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$85,508,362
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$602,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,783,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,814,247
Interest earned on other investments2015-12-31$692,652
Value of interest in common/collective trusts at end of year2015-12-31$2,294,831
Value of interest in common/collective trusts at beginning of year2015-12-31$1,860,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,183,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,863,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,863,607
Asset value of US Government securities at end of year2015-12-31$3,128,965
Asset value of US Government securities at beginning of year2015-12-31$2,729,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$75,114
Net investment gain or loss from common/collective trusts2015-12-31$17,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,904,586
Employer contributions (assets) at end of year2015-12-31$4,351,559
Employer contributions (assets) at beginning of year2015-12-31$5,123,878
Income. Dividends from common stock2015-12-31$1,541,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,431,724
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$55,647
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$106,682
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,531,893
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,531,996
Contract administrator fees2015-12-31$172,761
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$35,535,252
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$37,318,331
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,006,976
Total unrealized appreciation/depreciation of assets2014-12-31$1,006,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,263
Total income from all sources (including contributions)2014-12-31$10,706,677
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,282,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,689,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,982,689
Value of total assets at end of year2014-12-31$85,555,808
Value of total assets at beginning of year2014-12-31$79,119,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$592,781
Total interest from all sources2014-12-31$615,335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,591,466
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$53,548
Administrative expenses professional fees incurred2014-12-31$9,683
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$16,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Liabilities. Value of operating payables at end of year2014-12-31$47,446
Liabilities. Value of operating payables at beginning of year2014-12-31$35,263
Total non interest bearing cash at end of year2014-12-31$207,492
Total non interest bearing cash at beginning of year2014-12-31$185,062
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$6,424,195
Value of net assets at end of year (total assets less liabilities)2014-12-31$85,508,362
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,084,167
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$409,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,814,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,656,325
Interest earned on other investments2014-12-31$615,335
Value of interest in common/collective trusts at end of year2014-12-31$1,860,498
Value of interest in common/collective trusts at beginning of year2014-12-31$1,581,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,863,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,744,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,744,969
Asset value of US Government securities at end of year2014-12-31$2,729,077
Asset value of US Government securities at beginning of year2014-12-31$3,804,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$474,181
Net investment gain or loss from common/collective trusts2014-12-31$36,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$6,982,689
Employer contributions (assets) at end of year2014-12-31$5,123,878
Employer contributions (assets) at beginning of year2014-12-31$4,109,893
Income. Dividends from common stock2014-12-31$1,537,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,689,701
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$106,682
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$133,705
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,531,996
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,443,748
Contract administrator fees2014-12-31$173,794
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$37,318,331
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$35,459,029
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
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 name2014-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,605,386
Total unrealized appreciation/depreciation of assets2013-12-31$6,605,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,109
Total income from all sources (including contributions)2013-12-31$15,186,043
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,320,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,837,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,282,654
Value of total assets at end of year2013-12-31$79,119,430
Value of total assets at beginning of year2013-12-31$67,262,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$483,377
Total interest from all sources2013-12-31$664,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,241,572
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$39,816
Administrative expenses professional fees incurred2013-12-31$2,538
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$16,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Administrative expenses (other) incurred2013-12-31$307,414
Liabilities. Value of operating payables at end of year2013-12-31$35,263
Liabilities. Value of operating payables at beginning of year2013-12-31$44,109
Total non interest bearing cash at end of year2013-12-31$185,062
Total non interest bearing cash at beginning of year2013-12-31$167,599
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$11,865,588
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,084,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,218,579
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,656,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,579,541
Interest earned on other investments2013-12-31$664,721
Value of interest in common/collective trusts at end of year2013-12-31$1,581,760
Value of interest in common/collective trusts at beginning of year2013-12-31$1,152,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,744,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,676,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,676,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$98
Asset value of US Government securities at end of year2013-12-31$3,804,939
Asset value of US Government securities at beginning of year2013-12-31$5,924,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$388,171
Net investment gain or loss from common/collective trusts2013-12-31$3,441
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$6,282,654
Employer contributions (assets) at end of year2013-12-31$4,109,893
Employer contributions (assets) at beginning of year2013-12-31$2,432,741
Income. Dividends from common stock2013-12-31$1,201,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,837,078
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$133,705
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$226,654
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,443,748
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,502,966
Contract administrator fees2013-12-31$173,425
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$35,459,029
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$30,599,725
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 name2013-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,389,480
Total unrealized appreciation/depreciation of assets2012-12-31$4,389,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,844
Total income from all sources (including contributions)2012-12-31$10,323,505
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,701,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,271,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,247,700
Value of total assets at end of year2012-12-31$67,262,688
Value of total assets at beginning of year2012-12-31$59,638,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$429,770
Total interest from all sources2012-12-31$702,487
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,000,291
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$44,006
Administrative expenses professional fees incurred2012-12-31$21,363
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$16,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Administrative expenses (other) incurred2012-12-31$211,910
Liabilities. Value of operating payables at end of year2012-12-31$44,109
Liabilities. Value of operating payables at beginning of year2012-12-31$41,844
Total non interest bearing cash at end of year2012-12-31$167,599
Total non interest bearing cash at beginning of year2012-12-31$157,306
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$7,621,988
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,218,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,596,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,579,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,444,479
Interest earned on other investments2012-12-31$702,344
Value of interest in common/collective trusts at end of year2012-12-31$1,152,740
Value of interest in common/collective trusts at beginning of year2012-12-31$1,083,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,676,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,005,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,005,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$143
Asset value of US Government securities at end of year2012-12-31$5,924,353
Asset value of US Government securities at beginning of year2012-12-31$4,765,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-23,697
Net investment gain or loss from common/collective trusts2012-12-31$7,244
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$4,247,700
Employer contributions (assets) at end of year2012-12-31$2,432,741
Employer contributions (assets) at beginning of year2012-12-31$3,803,970
Income. Dividends from common stock2012-12-31$956,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,271,747
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$226,654
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$288,610
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,502,966
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,924,347
Contract administrator fees2012-12-31$196,497
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$30,599,725
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$27,164,447
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,236,449
Total unrealized appreciation/depreciation of assets2011-12-31$-3,236,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,694
Total income from all sources (including contributions)2011-12-31$4,272,111
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,687,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,278,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,291,955
Value of total assets at end of year2011-12-31$59,638,435
Value of total assets at beginning of year2011-12-31$58,077,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$409,113
Total interest from all sources2011-12-31$456,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$782,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$51,516
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$16,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$160,161
Liabilities. Value of operating payables at end of year2011-12-31$41,844
Liabilities. Value of operating payables at beginning of year2011-12-31$65,694
Total non interest bearing cash at end of year2011-12-31$157,306
Total non interest bearing cash at beginning of year2011-12-31$134,885
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$1,584,859
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,596,591
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,011,732
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$9,444,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,122,079
Income. Interest from US Government securities2011-12-31$454,780
Value of interest in common/collective trusts at end of year2011-12-31$1,083,423
Value of interest in common/collective trusts at beginning of year2011-12-31$981,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,005,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,853,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,853,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,885
Asset value of US Government securities at end of year2011-12-31$4,765,938
Asset value of US Government securities at beginning of year2011-12-31$8,373,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$950,397
Net investment gain or loss from common/collective trusts2011-12-31$27,390
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$5,291,955
Employer contributions (assets) at end of year2011-12-31$3,803,970
Employer contributions (assets) at beginning of year2011-12-31$4,186,554
Income. Dividends from common stock2011-12-31$782,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,278,139
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$288,610
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,924,347
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$6,186,541
Contract administrator fees2011-12-31$197,436
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$27,164,447
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$30,239,295
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 name2011-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910
2010 : THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,624,295
Total unrealized appreciation/depreciation of assets2010-12-31$4,624,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$65,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$56,221
Total income from all sources (including contributions)2010-12-31$10,405,997
Total loss/gain on sale of assets2010-12-31$-1,155,816
Total of all expenses incurred2010-12-31$2,390,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,856,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,506,718
Value of total assets at end of year2010-12-31$58,077,426
Value of total assets at beginning of year2010-12-31$50,052,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$534,565
Total interest from all sources2010-12-31$312,313
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$610,237
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$32,644
Administrative expenses professional fees incurred2010-12-31$200,797
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$16,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,966,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16,795
Other income not declared elsewhere2010-12-31$306,192
Administrative expenses (other) incurred2010-12-31$223,826
Liabilities. Value of operating payables at end of year2010-12-31$65,694
Liabilities. Value of operating payables at beginning of year2010-12-31$56,221
Total non interest bearing cash at end of year2010-12-31$134,885
Total non interest bearing cash at beginning of year2010-12-31$7,934
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$8,015,225
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,011,732
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,996,507
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
Investment advisory and management fees2010-12-31$33,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,122,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,823,709
Income. Interest from US Government securities2010-12-31$139,405
Income. Interest from corporate debt instruments2010-12-31$172,042
Value of interest in common/collective trusts at end of year2010-12-31$981,137
Value of interest in common/collective trusts at beginning of year2010-12-31$3,119,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,853,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,711,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,711,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$866
Asset value of US Government securities at end of year2010-12-31$8,373,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$158,895
Net investment gain or loss from common/collective trusts2010-12-31$43,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$5,506,718
Employer contributions (assets) at end of year2010-12-31$4,186,554
Employer contributions (assets) at beginning of year2010-12-31$4,439,844
Income. Dividends from common stock2010-12-31$577,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,856,207
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$6,186,541
Contract administrator fees2010-12-31$76,708
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$30,239,295
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$14,966,841
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 carrying amount (costs) on sale of assets2010-12-31$1,155,816
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 name2010-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2010-12-31390859910

Form 5500 Responses for THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN

2015: THE MARTIN-BROWER COMPANY CONSOLIDATED 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 MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 MARTIN-BROWER COMPANY CONSOLIDATED 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 MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 MARTIN-BROWER COMPANY CONSOLIDATED 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 MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3