?>
Logo

THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 401k Plan overview

Plan NameTHE MARCUS CORPORATION PENSION PLUS PLAN & TRUST
Plan identification number 002

THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

THE MARCUS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE MARCUS CORPORATION
Employer identification number (EIN):391139844
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Additional information about THE MARCUS CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-05-10
Company Identification Number: P94000036534
Legal Registered Office Address: 3545 VICTORY DR

PACE

32571

More information about THE MARCUS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAULA SCHLAX
0022016-01-01PAULA SCHLAX
0022015-01-01PAT CARL
0022014-01-01PAT CARL
0022014-01-01PAT CARL
0022013-01-01PAT CARL
0022012-01-01KAREN SPINDLER
0022011-01-01KAREN SPINDLER
0022010-01-01KAREN SPINDLER
0022009-01-01KAREN SPINDLER
0022009-01-01KAREN SPINDLER
0022009-01-01 KAREN SPINDLER2010-08-05

Plan Statistics for THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST

401k plan membership statisitcs for THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST

Measure Date Value
2022: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014,740
Total number of active participants reported on line 7a of the Form 55002022-01-014,613
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01481
Total of all active and inactive participants2022-01-015,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-015,111
Number of participants with account balances2022-01-011,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,900
Total number of active participants reported on line 7a of the Form 55002021-01-013,883
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01507
Total of all active and inactive participants2021-01-014,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-014,403
Number of participants with account balances2021-01-011,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016,908
Total number of active participants reported on line 7a of the Form 55002020-01-013,271
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01615
Total of all active and inactive participants2020-01-013,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-013,900
Number of participants with account balances2020-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014,900
Total number of active participants reported on line 7a of the Form 55002019-01-016,346
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01600
Total of all active and inactive participants2019-01-016,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-016,977
Number of participants with account balances2019-01-012,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015,846
Total number of active participants reported on line 7a of the Form 55002018-01-014,680
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-014,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0129
Total participants2018-01-014,738
Number of participants with account balances2018-01-012,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0164
2017: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014,892
Total number of active participants reported on line 7a of the Form 55002017-01-015,021
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01511
Total of all active and inactive participants2017-01-015,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0128
Total participants2017-01-015,560
Number of participants with account balances2017-01-012,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01149
2016: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014,507
Total number of active participants reported on line 7a of the Form 55002016-01-014,308
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01363
Total of all active and inactive participants2016-01-014,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-014,690
Number of participants with account balances2016-01-012,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013,207
Total number of active participants reported on line 7a of the Form 55002015-01-013,700
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01658
Total of all active and inactive participants2015-01-014,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-014,375
Number of participants with account balances2015-01-012,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013,089
Total number of active participants reported on line 7a of the Form 55002014-01-012,296
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01815
Total of all active and inactive participants2014-01-013,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-013,126
Number of participants with account balances2014-01-012,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01297
2013: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,968
Total number of active participants reported on line 7a of the Form 55002013-01-012,288
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01793
Total of all active and inactive participants2013-01-013,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-013,089
Number of participants with account balances2013-01-012,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01313
2012: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,983
Total number of active participants reported on line 7a of the Form 55002012-01-012,226
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01714
Total of all active and inactive participants2012-01-012,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-012,968
Number of participants with account balances2012-01-012,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01254
2011: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013,482
Total number of active participants reported on line 7a of the Form 55002011-01-012,143
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-01788
Total of all active and inactive participants2011-01-012,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-012,983
Number of participants with account balances2011-01-012,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01325
2010: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013,441
Total number of active participants reported on line 7a of the Form 55002010-01-012,238
Number of retired or separated participants receiving benefits2010-01-0136
Number of other retired or separated participants entitled to future benefits2010-01-011,197
Total of all active and inactive participants2010-01-013,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-013,482
Number of participants with account balances2010-01-013,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01242
2009: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013,178
Total number of active participants reported on line 7a of the Form 55002009-01-012,217
Number of retired or separated participants receiving benefits2009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-011,181
Total of all active and inactive participants2009-01-013,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-013,441
Number of participants with account balances2009-01-012,800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01195

Financial Data on THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST

Measure Date Value
2022 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,774,378
Total unrealized appreciation/depreciation of assets2022-12-31$-1,774,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,723,720
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,597,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,427,154
Expenses. Certain deemed distributions of participant loans2022-12-31$47,265
Value of total corrective distributions2022-12-31$203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,230,673
Value of total assets at end of year2022-12-31$77,923,006
Value of total assets at beginning of year2022-12-31$88,244,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$122,991
Total interest from all sources2022-12-31$107,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$262,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$216,481
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,069,739
Participant contributions at end of year2022-12-31$814,102
Participant contributions at beginning of year2022-12-31$737,194
Participant contributions at end of year2022-12-31$43
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,165,688
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,444,766
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,006,492
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,321,333
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,923,006
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$88,244,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,867,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,192,993
Interest on participant loans2022-12-31$31,567
Interest earned on other investments2022-12-31$75,792
Value of interest in common/collective trusts at end of year2022-12-31$49,916,969
Value of interest in common/collective trusts at beginning of year2022-12-31$56,179,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,241,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,647,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,522,705
Net investment gain or loss from common/collective trusts2022-12-31$-7,026,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$6,548,911
Contributions received in cash from employer2022-12-31$4,154,442
Employer contributions (assets) at end of year2022-12-31$2,367,944
Income. Dividends from common stock2022-12-31$45,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,426,949
Contract administrator fees2022-12-31$122,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$8,042,477
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,766,534
Total unrealized appreciation/depreciation of assets2021-12-31$1,766,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,615,500
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,398,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,126,178
Expenses. Certain deemed distributions of participant loans2021-12-31$62,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,992,508
Value of total assets at end of year2021-12-31$88,244,339
Value of total assets at beginning of year2021-12-31$77,027,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$209,623
Total interest from all sources2021-12-31$34,922
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$300,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$300,764
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,860,180
Participant contributions at end of year2021-12-31$737,194
Participant contributions at beginning of year2021-12-31$839,560
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,444,766
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,701,997
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$236,908
Other income not declared elsewhere2021-12-31$185,076
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$6,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,216,737
Value of net assets at end of year (total assets less liabilities)2021-12-31$88,244,339
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,027,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,192,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,838,661
Interest on participant loans2021-12-31$34,922
Value of interest in common/collective trusts at end of year2021-12-31$56,179,754
Value of interest in common/collective trusts at beginning of year2021-12-31$50,550,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,647,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,976,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,478,016
Net investment gain or loss from common/collective trusts2021-12-31$7,857,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,895,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,126,178
Contract administrator fees2021-12-31$209,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$8,042,477
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,113,810
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-6,866,228
Total unrealized appreciation/depreciation of assets2020-12-31$-6,866,228
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,152,395
Total loss/gain on sale of assets2020-12-31$-1,277,140
Total of all expenses incurred2020-12-31$5,906,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,695,550
Expenses. Certain deemed distributions of participant loans2020-12-31$1,396
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,575,724
Value of total assets at end of year2020-12-31$77,027,602
Value of total assets at beginning of year2020-12-31$76,782,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$209,973
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$33,414
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$173,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$171,248
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,894,201
Participant contributions at end of year2020-12-31$839,560
Participant contributions at beginning of year2020-12-31$982,160
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,701,997
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$229,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$83,364
Administrative expenses (other) incurred2020-12-31$209,973
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$6,287
Total non interest bearing cash at beginning of year2020-12-31$-3,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$245,476
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,027,602
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,782,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,838,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,621,726
Interest on participant loans2020-12-31$33,414
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$50,550,894
Value of interest in common/collective trusts at beginning of year2020-12-31$48,626,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$100,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$100,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,976,393
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,114,327
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$5,314,982
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,451,558
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$1
Income. Dividends from common stock2020-12-31$2,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,695,550
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,113,810
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$14,455,174
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,787,830
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,064,970
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-3,291,263
Total unrealized appreciation/depreciation of assets2019-12-31$-3,291,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,676,147
Total loss/gain on sale of assets2019-12-31$-83,714
Total of all expenses incurred2019-12-31$4,418,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,213,381
Expenses. Certain deemed distributions of participant loans2019-12-31$-1,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,685,972
Value of total assets at end of year2019-12-31$76,782,126
Value of total assets at beginning of year2019-12-31$66,524,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$207,212
Total interest from all sources2019-12-31$40,016
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$226,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$222,268
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,946,110
Participant contributions at end of year2019-12-31$982,160
Participant contributions at beginning of year2019-12-31$946,598
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$548,773
Other income not declared elsewhere2019-12-31$291,196
Administrative expenses (other) incurred2019-12-31$207,212
Total non interest bearing cash at end of year2019-12-31$-3,969
Total non interest bearing cash at beginning of year2019-12-31$-8,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,257,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,782,126
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,524,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,621,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,892,438
Interest on participant loans2019-12-31$39,825
Value of interest in common/collective trusts at end of year2019-12-31$48,626,784
Value of interest in common/collective trusts at beginning of year2019-12-31$39,054,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$100,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,353,436
Net investment gain or loss from common/collective trusts2019-12-31$7,453,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,191,089
Income. Dividends from common stock2019-12-31$4,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,213,381
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,455,174
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,589,796
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,701,785
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,785,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$5,085,623
Total unrealized appreciation/depreciation of assets2018-12-31$5,085,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,078,282
Total loss/gain on sale of assets2018-12-31$396,506
Total of all expenses incurred2018-12-31$5,471,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,241,421
Expenses. Certain deemed distributions of participant loans2018-12-31$26
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,765,099
Value of total assets at end of year2018-12-31$66,524,762
Value of total assets at beginning of year2018-12-31$61,917,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$229,708
Total interest from all sources2018-12-31$1,122,168
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$165,211
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,485,949
Participant contributions at end of year2018-12-31$946,598
Participant contributions at beginning of year2018-12-31$1,016,515
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$326,643
Other income not declared elsewhere2018-12-31$276,634
Administrative expenses (other) incurred2018-12-31$229,708
Total non interest bearing cash at end of year2018-12-31$-8,509
Total non interest bearing cash at beginning of year2018-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,607,127
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,524,762
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,917,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,892,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,176,751
Interest on participant loans2018-12-31$36,101
Interest earned on other investments2018-12-31$1,085,912
Value of interest in common/collective trusts at end of year2018-12-31$39,054,844
Value of interest in common/collective trusts at beginning of year2018-12-31$25,944,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$102,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$102,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-513,461
Net investment gain or loss from common/collective trusts2018-12-31$-2,223,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$952,507
Income. Dividends from common stock2018-12-31$3,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,241,421
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$17,589,796
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$12,676,444
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,539,357
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,142,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,762,323
Total unrealized appreciation/depreciation of assets2017-12-31$-1,762,323
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,438,682
Total loss/gain on sale of assets2017-12-31$-120,353
Total of all expenses incurred2017-12-31$5,661,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,462,027
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,704
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,368,354
Value of total assets at end of year2017-12-31$61,917,635
Value of total assets at beginning of year2017-12-31$56,140,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$202,572
Total interest from all sources2017-12-31$31,808
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$249,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$245,690
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,093,965
Participant contributions at end of year2017-12-31$1,016,515
Participant contributions at beginning of year2017-12-31$865,533
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,820,586
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$315,132
Administrative expenses (other) incurred2017-12-31$202,572
Total non interest bearing cash at end of year2017-12-31$34
Total non interest bearing cash at beginning of year2017-12-31$-1,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,776,787
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,917,635
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,140,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,176,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,509,971
Interest on participant loans2017-12-31$31,728
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$25,944,913
Value of interest in common/collective trusts at beginning of year2017-12-31$21,222,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$102,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$125,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$125,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$80
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,637,004
Net investment gain or loss from common/collective trusts2017-12-31$2,719,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$453,803
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$3,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,462,027
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$12,676,444
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$15,418,106
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,653,366
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,773,719
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2017-12-31410746749
2016 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,944,606
Total unrealized appreciation/depreciation of assets2016-12-31$5,944,606
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$13,964,814
Total loss/gain on sale of assets2016-12-31$302,185
Total of all expenses incurred2016-12-31$4,065,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,846,881
Expenses. Certain deemed distributions of participant loans2016-12-31$901
Value of total corrective distributions2016-12-31$42,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,669,521
Value of total assets at end of year2016-12-31$56,140,848
Value of total assets at beginning of year2016-12-31$46,242,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$175,303
Total interest from all sources2016-12-31$24,350
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$227,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,166,710
Participant contributions at end of year2016-12-31$865,533
Participant contributions at beginning of year2016-12-31$639,554
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$106,977
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,487,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,019
Other income not declared elsewhere2016-12-31$223,074
Administrative expenses (other) incurred2016-12-31$175,303
Total non interest bearing cash at end of year2016-12-31$-1,634
Total non interest bearing cash at beginning of year2016-12-31$13,256
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$9,898,830
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,140,848
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,242,018
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,509,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,353,996
Interest on participant loans2016-12-31$24,345
Value of interest in common/collective trusts at end of year2016-12-31$21,222,896
Value of interest in common/collective trusts at beginning of year2016-12-31$18,327,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$125,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$54,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$54,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,251,053
Net investment gain or loss from common/collective trusts2016-12-31$1,322,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$9,240,531
Contributions received in cash from employer2016-12-31$15,073
Employer contributions (assets) at beginning of year2016-12-31$1,339,817
Income. Dividends from preferred stock2016-12-31$3,749
Income. Dividends from common stock2016-12-31$223,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,846,881
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$15,418,106
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$160,302
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
Aggregate proceeds on sale of assets2016-12-31$1,660,168
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,357,983
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2016-12-31410746749
2015 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-625,673
Total unrealized appreciation/depreciation of assets2015-12-31$-625,673
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$4,791,765
Total loss/gain on sale of assets2015-12-31$-1,915,079
Total of all expenses incurred2015-12-31$6,137,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,037,194
Expenses. Certain deemed distributions of participant loans2015-12-31$3,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,667,518
Value of total assets at end of year2015-12-31$46,242,018
Value of total assets at beginning of year2015-12-31$47,587,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,832
Total interest from all sources2015-12-31$21,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$980,402
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$818,381
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Contributions received from participants2015-12-31$2,912,449
Participant contributions at end of year2015-12-31$639,554
Participant contributions at beginning of year2015-12-31$666,854
Assets. Other investments not covered elsewhere at end of year2015-12-31$106,977
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$517
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$415,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,009
Other income not declared elsewhere2015-12-31$54,140
Administrative expenses (other) incurred2015-12-31$96,832
Total non interest bearing cash at end of year2015-12-31$13,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,345,309
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,242,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,587,327
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,353,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,997,421
Interest on participant loans2015-12-31$21,115
Value of interest in common/collective trusts at end of year2015-12-31$18,327,051
Value of interest in common/collective trusts at beginning of year2015-12-31$5,904,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$54,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$72,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$72,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,208,232
Net investment gain or loss from common/collective trusts2015-12-31$401,109
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
Assets. Invements in employer securities at end of year2015-12-31$9,240,531
Assets. Invements in employer securities at beginning of year2015-12-31$9,443,151
Contributions received in cash from employer2015-12-31$1,339,817
Employer contributions (assets) at end of year2015-12-31$1,339,817
Employer contributions (assets) at beginning of year2015-12-31$1,158,561
Income. Dividends from common stock2015-12-31$162,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,037,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$160,302
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$338,371
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$849,946
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,765,025
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 name2015-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2015-12-31370802863
2014 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,526,156
Total unrealized appreciation/depreciation of assets2014-12-31$2,526,156
Total transfer of assets to this plan2014-12-31$0
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$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,651,093
Total loss/gain on sale of assets2014-12-31$204,202
Total of all expenses incurred2014-12-31$4,408,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,292,133
Expenses. Certain deemed distributions of participant loans2014-12-31$21,107
Value of total corrective distributions2014-12-31$65,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,953,458
Value of total assets at end of year2014-12-31$47,587,327
Value of total assets at beginning of year2014-12-31$43,344,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,979
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$21,283
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,218,066
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$2,016,209
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,495,412
Participant contributions at end of year2014-12-31$666,854
Participant contributions at beginning of year2014-12-31$665,066
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$517
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,504
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$299,485
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,810
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
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$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$28,979
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$4,242,987
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,587,327
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,344,340
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,997,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,650,397
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$21,273
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$5,904,020
Value of interest in common/collective trusts at beginning of year2014-12-31$6,629,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$72,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$47,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$47,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-316,414
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$44,342
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$9,443,151
Assets. Invements in employer securities at beginning of year2014-12-31$6,897,914
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,158,561
Employer contributions (assets) at end of year2014-12-31$1,158,561
Employer contributions (assets) at beginning of year2014-12-31$1,122,265
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$201,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,292,133
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$338,371
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$324,154
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation 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$1,590,040
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,385,838
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2014-12-31370802863
2013 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$541,749
Total unrealized appreciation/depreciation of assets2013-12-31$541,749
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,644,048
Total loss/gain on sale of assets2013-12-31$101,788
Total of all expenses incurred2013-12-31$4,265,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,205,618
Expenses. Certain deemed distributions of participant loans2013-12-31$6,991
Value of total corrective distributions2013-12-31$23,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,490,732
Value of total assets at end of year2013-12-31$43,344,340
Value of total assets at beginning of year2013-12-31$37,965,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,136
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$24,688
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,704,515
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$1,607,621
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,302,395
Participant contributions at end of year2013-12-31$665,066
Participant contributions at beginning of year2013-12-31$799,043
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,504
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$869
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$66,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,725
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$29,136
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,378,690
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,344,340
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,965,650
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,650,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,060,697
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$24,683
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$6,629,053
Value of interest in common/collective trusts at beginning of year2013-12-31$7,137,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$47,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,823,027
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-42,451
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Assets. Invements in employer securities at end of year2013-12-31$6,897,914
Assets. Invements in employer securities at beginning of year2013-12-31$6,490,354
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,122,265
Employer contributions (assets) at end of year2013-12-31$1,122,265
Employer contributions (assets) at beginning of year2013-12-31$1,153,971
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$96,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,205,618
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$324,154
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$260,938
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$1,452,563
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,350,775
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2013-12-31370802863
2012 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$21,440
Total unrealized appreciation/depreciation of assets2012-12-31$21,440
Total income from all sources (including contributions)2012-12-31$7,176,039
Total loss/gain on sale of assets2012-12-31$-31,260
Total of all expenses incurred2012-12-31$2,253,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,193,486
Expenses. Certain deemed distributions of participant loans2012-12-31$238
Value of total corrective distributions2012-12-31$31,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,407,641
Value of total assets at end of year2012-12-31$37,965,650
Value of total assets at beginning of year2012-12-31$33,043,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,264
Total interest from all sources2012-12-31$28,159
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,366,262
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$639,313
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$2,155,274
Participant contributions at end of year2012-12-31$799,043
Participant contributions at beginning of year2012-12-31$817,602
Assets. Other investments not covered elsewhere at end of year2012-12-31$869
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$347
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$28,264
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$317
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$4,922,112
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,965,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,043,538
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$22,060,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,701,187
Interest on participant loans2012-12-31$27,938
Value of interest in common/collective trusts at end of year2012-12-31$7,137,217
Value of interest in common/collective trusts at beginning of year2012-12-31$6,647,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,252,749
Net investment gain or loss from common/collective trusts2012-12-31$131,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$6,490,354
Assets. Invements in employer securities at beginning of year2012-12-31$5,568,133
Contributions received in cash from employer2012-12-31$1,153,938
Employer contributions (assets) at end of year2012-12-31$1,153,971
Employer contributions (assets) at beginning of year2012-12-31$1,042,002
Income. Dividends from common stock2012-12-31$726,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,193,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$260,938
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$231,349
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
Aggregate proceeds on sale of assets2012-12-31$697,151
Aggregate carrying amount (costs) on sale of assets2012-12-31$728,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2012-12-31370802863
2011 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-60,010
Total unrealized appreciation/depreciation of assets2011-12-31$-60,010
Total income from all sources (including contributions)2011-12-31$2,386,612
Total loss/gain on sale of assets2011-12-31$-132,516
Total of all expenses incurred2011-12-31$2,290,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,213,943
Value of total corrective distributions2011-12-31$45,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,222,266
Value of total assets at end of year2011-12-31$33,043,538
Value of total assets at beginning of year2011-12-31$32,947,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,291
Total interest from all sources2011-12-31$30,740
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$595,620
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$434,990
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$2,129,884
Participant contributions at end of year2011-12-31$817,602
Participant contributions at beginning of year2011-12-31$820,045
Assets. Other investments not covered elsewhere at end of year2011-12-31$347
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,380
Administrative expenses (other) incurred2011-12-31$31,291
Total non interest bearing cash at end of year2011-12-31$317
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$96,337
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,043,538
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,947,201
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$18,701,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,609,929
Interest on participant loans2011-12-31$30,736
Value of interest in common/collective trusts at end of year2011-12-31$6,647,875
Value of interest in common/collective trusts at beginning of year2011-12-31$6,661,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$34,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,466,100
Net investment gain or loss from common/collective trusts2011-12-31$196,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Assets. Invements in employer securities at end of year2011-12-31$5,568,133
Assets. Invements in employer securities at beginning of year2011-12-31$5,530,021
Contributions received in cash from employer2011-12-31$1,042,002
Employer contributions (assets) at end of year2011-12-31$1,042,002
Employer contributions (assets) at beginning of year2011-12-31$1,087,409
Income. Dividends from common stock2011-12-31$160,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,213,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$231,349
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$217,300
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
Aggregate proceeds on sale of assets2011-12-31$895,714
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,028,230
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31370802863
2010 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$203,969
Total unrealized appreciation/depreciation of assets2010-12-31$203,969
Total income from all sources (including contributions)2010-12-31$6,191,163
Total loss/gain on sale of assets2010-12-31$-7,604
Total of all expenses incurred2010-12-31$2,175,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,097,259
Value of total corrective distributions2010-12-31$47,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,097,767
Value of total assets at end of year2010-12-31$32,947,201
Value of total assets at beginning of year2010-12-31$28,931,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,412
Total interest from all sources2010-12-31$37,862
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$434,933
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$290,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Contributions received from participants2010-12-31$2,001,665
Participant contributions at end of year2010-12-31$820,045
Participant contributions at beginning of year2010-12-31$724,883
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,691
Administrative expenses (other) incurred2010-12-31$30,412
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$4,015,868
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,947,201
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,931,333
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$18,609,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,395,319
Interest on participant loans2010-12-31$37,841
Value of interest in common/collective trusts at end of year2010-12-31$6,661,545
Value of interest in common/collective trusts at beginning of year2010-12-31$6,602,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,161,815
Net investment gain or loss from common/collective trusts2010-12-31$262,421
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
Assets. Invements in employer securities at end of year2010-12-31$5,530,021
Assets. Invements in employer securities at beginning of year2010-12-31$4,901,860
Contributions received in cash from employer2010-12-31$1,087,411
Employer contributions (assets) at end of year2010-12-31$1,087,409
Employer contributions (assets) at beginning of year2010-12-31$1,040,639
Income. Dividends from common stock2010-12-31$144,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,097,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$217,300
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$213,128
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$682,901
Aggregate carrying amount (costs) on sale of assets2010-12-31$690,505
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 name2010-12-31CLIFTON GUNDERSON, LLP
Accountancy firm EIN2010-12-31370802863
2009 : THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 MARCUS CORPORATION PENSION PLUS PLAN & TRUST

2022: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE MARCUS CORPORATION PENSION PLUS PLAN & TRUST 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85085
Policy instance 1
Insurance contract or identification numberGA85085
Number of Individuals Covered5111
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85085
Policy instance 1
Insurance contract or identification numberGA85085
Number of Individuals Covered4403
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85085
Policy instance 1
Insurance contract or identification numberGA85085
Number of Individuals Covered3900
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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