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ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

ROBERT E. MASON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E. MASON & ASSOCIATES, INC.
Employer identification number (EIN):560904341
NAIC Classification:423400

Additional information about ROBERT E. MASON & ASSOCIATES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2011-06-16
Company Identification Number: F186472
Legal Registered Office Address: 5101 CRAIG RATH BLVD

MIDLOTHIAN
United States of America (USA)
23112

More information about ROBERT E. MASON & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-10-01

Plan Statistics for ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01192
Total number of active participants reported on line 7a of the Form 55002016-10-01242
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01242
Number of participants with account balances2016-10-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010

Financial Data on ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017 : ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$4,500,000
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$4,500,000
Value of total assets at end of year2017-09-30$4,500,000
Value of total assets at beginning of year2017-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$4,500,000
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,500,000
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$4,500,000
Employer contributions (assets) at end of year2017-09-30$4,500,000
Employer contributions (assets) at beginning of year2017-09-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30DOBSON, SHELTON & NELSON, P.A.
Accountancy firm EIN2017-09-30561684013

Form 5500 Responses for ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2016: ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes

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