MUNRO & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MUNRO & ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for MUNRO & ASSOCIATES, INC. 401(K) PLAN
Measure | Date | Value |
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2012: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 53 |
Number of participants with account balances | 2012-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 56 |
Number of participants with account balances | 2011-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 15 |
Total of all active and inactive participants | 2010-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 57 |
Number of participants with account balances | 2010-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Number of participants with account balances | 2009-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2012 : MUNRO & ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,271,724 |
Expenses. Total of all expenses incurred | 2012-12-31 | $256,007 |
Benefits paid (including direct rollovers) | 2012-12-31 | $238,231 |
Total plan assets at end of year | 2012-12-31 | $5,223,231 |
Total plan assets at beginning of year | 2012-12-31 | $4,207,514 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $198,514 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $182,450 |
Other income received | 2012-12-31 | $478,475 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $1,015,717 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,223,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,207,514 |
Assets. Value of participant loans | 2012-12-31 | $165,574 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $412,285 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $16,694 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,082 |
2011 : MUNRO & ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $374,229 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,953 |
Benefits paid (including direct rollovers) | 2011-12-31 | $21,239 |
Total plan assets at end of year | 2011-12-31 | $4,207,514 |
Total plan assets at beginning of year | 2011-12-31 | $3,855,238 |
Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
Total contributions received or receivable from participants | 2011-12-31 | $180,036 |
Other income received | 2011-12-31 | $-116,436 |
Net income (gross income less expenses) | 2011-12-31 | $352,276 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,207,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,855,238 |
Assets. Value of participant loans | 2011-12-31 | $180,306 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $310,629 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $714 |
2010 : MUNRO & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $970,387 |
Expenses. Total of all expenses incurred | 2010-12-31 | $241,765 |
Benefits paid (including direct rollovers) | 2010-12-31 | $241,243 |
Total plan assets at end of year | 2010-12-31 | $3,855,238 |
Total plan assets at beginning of year | 2010-12-31 | $3,126,616 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $174,159 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $122 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $62,741 |
Other income received | 2010-12-31 | $413,533 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $728,622 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,855,238 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,126,616 |
Assets. Value of participant loans | 2010-12-31 | $123,482 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $319,954 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $400 |
2012: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MUNRO & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55864 |
Policy instance | 1 |
Insurance contract or identification number | 55864 | Number of Individuals Covered | 54 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $12,272 | Total amount of fees paid to insurance company | USD $2,300 | Commission paid to Insurance Broker | USD $12,272 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 2300 | Additional information about fees paid to insurance broker | SERVICES PERFORMED ON BEHALF OF JOHN HANCOCK. | Insurance broker name | BARCLAY PLANNING GROUP, LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55864 |
Policy instance | 1 |
Insurance contract or identification number | 55864 | Number of Individuals Covered | 57 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $12,755 | Total amount of fees paid to insurance company | USD $2,021 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55864 |
Policy instance | 1 |
Insurance contract or identification number | 55864 | Number of Individuals Covered | 53 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $10,739 | Total amount of fees paid to insurance company | USD $2,068 | Commission paid to Insurance Broker | USD $10,739 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 400 | Additional information about fees paid to insurance broker | TPA FEES PAID | Insurance broker name | BARCLAY PLANNING GROUP, LLC |
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