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THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO
Plan identification number 001

THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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)).

401k Sponsoring company profile

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

Company Name:METROMONT CORPORATION
Employer identification number (EIN):582322112
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAWN ALLEN
0012024-01-01DAWN ALLEN
0012023-01-01
0012023-01-01DAWN ALLEN
0012022-01-01
0012022-01-01DAWN ALLEN
0012021-01-01
0012021-01-01DAWN ALLEN
0012020-01-01
0012019-01-01
0012017-01-01JASON WOODARD
0012016-01-01JASON WOODARD JASON WOODARD2017-10-10
0012015-01-01JASON WOODARD JASON WOODARD2016-10-13
0012014-01-01JASON WOODARD JASON WOODARD2015-10-13
0012013-01-01JASON WOODARD
0012012-01-01JASON WOODARD
0012011-01-01JASON WOODARD
0012010-01-01JASON WOODARD
0012009-01-01JASON WOODARD

Plan Statistics for THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO

401k plan membership statisitcs for THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO

Measure Date Value
2023: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2023 401k membership
Total participants, beginning-of-year2023-01-011,103
Total number of active participants reported on line 7a of the Form 55002023-01-01897
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-01209
Total of all active and inactive participants2023-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,116
Number of participants with account balances2023-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2022 401k membership
Total participants, beginning-of-year2022-01-011,112
Total number of active participants reported on line 7a of the Form 55002022-01-01895
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,093
Number of participants with account balances2022-01-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2021 401k membership
Total participants, beginning-of-year2021-01-011,151
Total number of active participants reported on line 7a of the Form 55002021-01-01906
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-011,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,098
Number of participants with account balances2021-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2020 401k membership
Total participants, beginning-of-year2020-01-011,190
Total number of active participants reported on line 7a of the Form 55002020-01-011,022
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,151
Number of participants with account balances2020-01-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2019 401k membership
Total participants, beginning-of-year2019-01-011,154
Total number of active participants reported on line 7a of the Form 55002019-01-011,109
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,190
Number of participants with account balances2019-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2017 401k membership
Total participants, beginning-of-year2017-01-01739
Total number of active participants reported on line 7a of the Form 55002017-01-01756
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01808
Number of participants with account balances2017-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2016 401k membership
Total participants, beginning-of-year2016-01-01575
Total number of active participants reported on line 7a of the Form 55002016-01-01575
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01626
Number of participants with account balances2016-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2015 401k membership
Total participants, beginning-of-year2015-01-01512
Total number of active participants reported on line 7a of the Form 55002015-01-01495
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01544
Number of participants with account balances2015-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2014 401k membership
Total participants, beginning-of-year2014-01-01479
Total number of active participants reported on line 7a of the Form 55002014-01-01451
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01494
Number of participants with account balances2014-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2013 401k membership
Total participants, beginning-of-year2013-01-01513
Total number of active participants reported on line 7a of the Form 55002013-01-01409
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01479
Number of participants with account balances2013-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2012 401k membership
Total participants, beginning-of-year2012-01-01525
Total number of active participants reported on line 7a of the Form 55002012-01-01441
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01513
Number of participants with account balances2012-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2011 401k membership
Total participants, beginning-of-year2011-01-01557
Total number of active participants reported on line 7a of the Form 55002011-01-01436
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01525
Number of participants with account balances2011-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2010 401k membership
Total participants, beginning-of-year2010-01-01605
Total number of active participants reported on line 7a of the Form 55002010-01-01470
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0187
Total of all active and inactive participants2010-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01557
Number of participants with account balances2010-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2009 401k membership
Total participants, beginning-of-year2009-01-01621
Total number of active participants reported on line 7a of the Form 55002009-01-01534
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01605
Number of participants with account balances2009-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO

Measure Date Value
2024 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2024 401k financial data
Unrealized appreciation/depreciation of real estate assets2024-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2024-01-01$0
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$18,328,801
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$6,168,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$5,994,659
Expenses. Certain deemed distributions of participant loans2024-01-01$59,867
Value of total corrective distributions2024-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$8,981,503
Value of total assets at end of year2024-01-01$82,199,413
Value of total assets at beginning of year2024-01-01$70,039,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$114,465
Total income from rents2024-01-01$0
Total interest from all sources2024-01-01$407,191
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$2,181,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$2,181,692
Assets. Real estate other than employer real property at end of year2024-01-01$0
Assets. Real estate other than employer real property at beginning of year2024-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2024-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2024-01-01$0
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$4,979,041
Participant contributions at end of year2024-01-01$3,498,268
Participant contributions at beginning of year2024-01-01$3,295,444
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$0
Assets. Other investments not covered elsewhere at end of year2024-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$1,413,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2024-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2024-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2024-01-01$0
Assets. Loans (other than to participants) at end of year2024-01-01$0
Assets. Loans (other than to participants) at beginning of year2024-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2024-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2024-01-01$0
Other income not declared elsewhere2024-01-01$0
Administrative expenses (other) incurred2024-01-01$0
Total non interest bearing cash at end of year2024-01-01$0
Total non interest bearing cash at beginning of year2024-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Income. Non cash contributions2024-01-01$0
Value of net income/loss2024-01-01$12,159,810
Value of net assets at end of year (total assets less liabilities)2024-01-01$82,199,413
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$70,039,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Assets. partnership/joint venture interests at end of year2024-01-01$0
Assets. partnership/joint venture interests at beginning of year2024-01-01$0
Investment advisory and management fees2024-01-01$26,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$64,717,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$54,084,307
Value of interest in pooled separate accounts at end of year2024-01-01$3,769,855
Value of interest in pooled separate accounts at beginning of year2024-01-01$2,910,184
Interest on participant loans2024-01-01$265,010
Income. Interest from loans (other than to participants)2024-01-01$0
Interest earned on other investments2024-01-01$142,181
Income. Interest from US Government securities2024-01-01$0
Income. Interest from corporate debt instruments2024-01-01$0
Value of interest in master investment trust accounts at end of year2024-01-01$0
Value of interest in master investment trust accounts at beginning of year2024-01-01$0
Value of interest in common/collective trusts at end of year2024-01-01$3,595,076
Value of interest in common/collective trusts at beginning of year2024-01-01$3,086,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2024-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2024-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$6,618,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$6,662,866
Expenses. Payments to insurance carriers foe the provision of benefits2024-01-01$0
Asset value of US Government securities at end of year2024-01-01$0
Asset value of US Government securities at beginning of year2024-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$5,038,600
Net investment gain/loss from pooled separate accounts2024-01-01$1,116,849
Net investment gain or loss from common/collective trusts2024-01-01$602,966
Net gain/loss from 103.12 investment entities2024-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Assets. Invements in employer securities at end of year2024-01-01$0
Assets. Invements in employer securities at beginning of year2024-01-01$0
Assets. Value of employer real property at end of year2024-01-01$0
Assets. Value of employer real property at beginning of year2024-01-01$0
Contributions received in cash from employer2024-01-01$2,589,093
Employer contributions (assets) at end of year2024-01-01$0
Employer contributions (assets) at beginning of year2024-01-01$0
Income. Dividends from preferred stock2024-01-01$0
Income. Dividends from common stock2024-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$5,994,659
Asset. Corporate debt instrument preferred debt at end of year2024-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2024-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2024-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2024-01-01$0
Contract administrator fees2024-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2024-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2024-01-01$0
Liabilities. Value of benefit claims payable at end of year2024-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2024-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2024-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2024-01-01$0
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Aggregate proceeds on sale of assets2024-01-01$0
Aggregate carrying amount (costs) on sale of assets2024-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2024-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2024-01-01$0
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01CHERRY BEKAERT
Accountancy firm EIN2024-01-01560574444
2023 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$16,751,905
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,313,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,132,263
Expenses. Certain deemed distributions of participant loans2023-12-31$86,826
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,470,706
Value of total assets at end of year2023-12-31$70,039,603
Value of total assets at beginning of year2023-12-31$60,601,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,552
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$314,687
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,448,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,448,047
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,713,705
Participant contributions at end of year2023-12-31$3,295,444
Participant contributions at beginning of year2023-12-31$2,858,316
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$309,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$1,200
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$9,438,264
Value of net assets at end of year (total assets less liabilities)2023-12-31$70,039,603
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$60,601,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$21,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$54,084,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$47,504,868
Value of interest in pooled separate accounts at end of year2023-12-31$2,910,184
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$187,015
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$127,672
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$3,086,802
Value of interest in common/collective trusts at beginning of year2023-12-31$3,437,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,662,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$6,800,612
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,946,995
Net investment gain/loss from pooled separate accounts2023-12-31$110,463
Net investment gain or loss from common/collective trusts2023-12-31$461,007
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$2,447,101
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,132,263
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT
Accountancy firm EIN2023-12-31560574444
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$16,751,905
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$7,313,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$7,132,263
Expenses. Certain deemed distributions of participant loans2023-01-01$86,826
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,470,706
Value of total assets at end of year2023-01-01$70,039,603
Value of total assets at beginning of year2023-01-01$60,601,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$94,552
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$314,687
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,448,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,448,047
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,713,705
Participant contributions at end of year2023-01-01$3,295,444
Participant contributions at beginning of year2023-01-01$2,858,316
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$309,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$0
Administrative expenses (other) incurred2023-01-01$1,200
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$9,438,264
Value of net assets at end of year (total assets less liabilities)2023-01-01$70,039,603
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$60,601,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$21,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$54,084,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$47,504,868
Value of interest in pooled separate accounts at end of year2023-01-01$2,910,184
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$187,015
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$127,672
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$3,086,802
Value of interest in common/collective trusts at beginning of year2023-01-01$3,437,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,662,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$6,800,612
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$6,946,995
Net investment gain/loss from pooled separate accounts2023-01-01$110,463
Net investment gain or loss from common/collective trusts2023-01-01$461,007
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$2,447,101
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,132,263
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CHERRY BEKAERT
Accountancy firm EIN2023-01-01560574444
2022 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,732,126
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,952,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,769,231
Expenses. Certain deemed distributions of participant loans2022-12-31$97,772
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,121,189
Value of total assets at end of year2022-12-31$60,601,339
Value of total assets at beginning of year2022-12-31$70,286,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,669
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$234,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,981,430
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$1,981,430
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,631,666
Participant contributions at end of year2022-12-31$2,858,316
Participant contributions at beginning of year2022-12-31$2,735,096
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$110,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-9,684,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,601,339
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$70,286,137
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,504,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,838,675
Interest on participant loans2022-12-31$116,388
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$117,893
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,437,543
Value of interest in common/collective trusts at beginning of year2022-12-31$3,465,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,800,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,246,461
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,975,500
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-93,526
Net gain/loss from 103.12 investment entities2022-12-31$0
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$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,378,576
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,769,231
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$85,669
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT
Accountancy firm EIN2022-12-31560574444
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,732,126
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$6,952,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$6,769,231
Expenses. Certain deemed distributions of participant loans2022-01-01$97,772
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$7,121,189
Value of total assets at end of year2022-01-01$60,601,339
Value of total assets at beginning of year2022-01-01$70,286,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$85,669
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$234,281
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,981,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,981,430
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,631,666
Participant contributions at end of year2022-01-01$2,858,316
Participant contributions at beginning of year2022-01-01$2,735,096
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$110,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-9,684,798
Value of net assets at end of year (total assets less liabilities)2022-01-01$60,601,339
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$70,286,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$47,504,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$56,838,675
Interest on participant loans2022-01-01$116,388
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$117,893
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$3,437,543
Value of interest in common/collective trusts at beginning of year2022-01-01$3,465,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$6,800,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,246,461
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-11,975,500
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$-93,526
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$2,378,576
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$6,769,231
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$85,669
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CHERRY BEKAERT
Accountancy firm EIN2022-01-01560574444
2021 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,329,097
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,933,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,803,085
Expenses. Certain deemed distributions of participant loans2021-12-31$62,883
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,824,949
Value of total assets at end of year2021-12-31$70,286,138
Value of total assets at beginning of year2021-12-31$61,890,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,489
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$227,521
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,665,742
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$2,665,742
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,418,031
Participant contributions at end of year2021-12-31$2,735,096
Participant contributions at beginning of year2021-12-31$2,389,573
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$8,395,640
Value of net assets at end of year (total assets less liabilities)2021-12-31$70,286,138
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,890,498
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,838,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,803,777
Interest on participant loans2021-12-31$110,603
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$116,918
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,465,905
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,246,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,697,148
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,874,795
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$736,090
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$2,319,584
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,803,085
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$67,489
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT
Accountancy firm EIN2021-12-31560574444
2020 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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$0
Total unrealized appreciation/depreciation of assets2020-12-31$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$16,386,879
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,679,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,493,399
Expenses. Certain deemed distributions of participant loans2020-12-31$61,058
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,404,532
Value of total assets at end of year2020-12-31$61,890,498
Value of total assets at beginning of year2020-12-31$52,182,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$124,635
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$155,895
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,856,235
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$2,856,235
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
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$5,000,000
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
Contributions received from participants2020-12-31$4,499,374
Participant contributions at end of year2020-12-31$2,389,573
Participant contributions at beginning of year2020-12-31$2,030,911
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$0
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$417,848
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
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end 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$232,936
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,707,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,890,498
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,182,711
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of 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$51,803,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,381,840
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$111,882
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$44,013
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,697,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,769,960
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,737,281
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,487,310
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$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,493,399
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$124,635
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation 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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
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 name2020-12-31CHERRY BEKAERT
Accountancy firm EIN2020-12-31560574444
2019 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,079
Total unrealized appreciation/depreciation of assets2019-12-31$3,079
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$15,465,298
Total loss/gain on sale of assets2019-12-31$69,149
Total of all expenses incurred2019-12-31$3,526,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,352,527
Expenses. Certain deemed distributions of participant loans2019-12-31$26,208
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,111,325
Value of total assets at end of year2019-12-31$52,182,711
Value of total assets at beginning of year2019-12-31$40,244,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,985
Total interest from all sources2019-12-31$150,683
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,943,294
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$1,943,294
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,175,350
Participant contributions at end of year2019-12-31$2,030,911
Participant contributions at beginning of year2019-12-31$1,656,753
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$496,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$450
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$11,938,578
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,182,711
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,244,133
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
Investment advisory and management fees2019-12-31$91,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,381,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,638,118
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$108,720
Interest earned on other investments2019-12-31$41,963
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$4,949,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,769,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,170,602
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$17,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,439,412
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,352,527
Contract administrator fees2019-12-31$56,448
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$5,801,355
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,732,206
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 name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$11,119,962
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,788,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,729,695
Expenses. Certain deemed distributions of participant loans2018-12-31$16,130
Value of total corrective distributions2018-12-31$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,782,025
Value of total assets at end of year2018-12-31$40,244,133
Value of total assets at beginning of year2018-12-31$32,912,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,418
Total interest from all sources2018-12-31$80,639
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,523,838
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$1,523,838
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$3,371,964
Participant contributions at end of year2018-12-31$1,656,753
Participant contributions at beginning of year2018-12-31$1,446,215
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,298,473
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$275
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$7,331,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,244,133
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,912,691
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,638,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,080,887
Interest on participant loans2018-12-31$80,639
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$4,949,262
Value of interest in common/collective trusts at beginning of year2018-12-31$4,385,589
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,361,870
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$95,330
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$2,111,588
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,729,695
Contract administrator fees2018-12-31$42,143
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
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 name2018-12-31CHERRY BEKAERT
Accountancy firm EIN2018-12-31560574444
2017 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$7,616,609
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,799,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,762,991
Expenses. Certain deemed distributions of participant loans2017-12-31$4,684
Value of total corrective distributions2017-12-31$1,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,618,747
Value of total assets at end of year2017-12-31$32,912,691
Value of total assets at beginning of year2017-12-31$27,096,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,375
Total interest from all sources2017-12-31$65,044
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$918,547
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$918,547
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$500,000
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$2,135,313
Participant contributions at end of year2017-12-31$1,446,215
Participant contributions at beginning of year2017-12-31$1,380,157
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$241,796
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$125
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$5,816,642
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,912,691
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,096,049
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$27,080,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,677,088
Interest on participant loans2017-12-31$65,044
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,385,589
Value of interest in common/collective trusts at beginning of year2017-12-31$4,038,804
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$2,948,998
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$65,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,241,638
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,762,991
Contract administrator fees2017-12-31$30,250
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
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 name2017-12-31CHERRY BEKAERT
Accountancy firm EIN2017-12-31560574444
2016 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,608,990
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,398,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,373,789
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,895,655
Value of total assets at end of year2016-12-31$27,096,049
Value of total assets at beginning of year2016-12-31$23,885,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,365
Total interest from all sources2016-12-31$55,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$717,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$717,414
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,706,094
Participant contributions at end of year2016-12-31$1,380,157
Participant contributions at beginning of year2016-12-31$1,165,985
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$303,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$250
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$3,210,836
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,096,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,885,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,677,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,732,613
Interest on participant loans2016-12-31$55,922
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,038,804
Value of interest in common/collective trusts at beginning of year2016-12-31$3,986,615
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$878,197
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$61,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$886,309
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,373,789
Contract administrator fees2016-12-31$24,115
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
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 name2016-12-31CHERRY BEKAERT
Accountancy firm EIN2016-12-31560574444
2015 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,296,635
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,903,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,887,698
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,258,621
Value of total assets at end of year2015-12-31$23,885,213
Value of total assets at beginning of year2015-12-31$23,492,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,816
Total interest from all sources2015-12-31$52,677
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$841,819
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$841,819
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,391,146
Participant contributions at end of year2015-12-31$1,165,985
Participant contributions at beginning of year2015-12-31$1,252,677
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$605
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$393,121
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,885,213
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,492,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,732,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,214,727
Interest on participant loans2015-12-31$52,677
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,986,615
Value of interest in common/collective trusts at beginning of year2015-12-31$4,024,688
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-905,515
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$49,033
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$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$750,997
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,887,698
Contract administrator fees2015-12-31$15,211
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
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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
Total income from all sources (including contributions)2014-12-31$3,453,572
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,194,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,183,707
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,287,580
Value of total assets at end of year2014-12-31$23,492,092
Value of total assets at beginning of year2014-12-31$22,233,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,187
Total interest from all sources2014-12-31$53,840
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$608,750
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$608,750
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,155,284
Participant contributions at end of year2014-12-31$1,252,677
Participant contributions at beginning of year2014-12-31$1,312,195
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$502,117
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$-975
Administrative expenses (other) incurred2014-12-31$4,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,258,678
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,492,092
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,233,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,214,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,218,772
Interest on participant loans2014-12-31$53,840
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$4,024,688
Value of interest in common/collective trusts at beginning of year2014-12-31$3,702,447
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$473,059
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$31,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$630,179
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,183,707
Contract administrator fees2014-12-31$6,797
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2014-12-31570381582
2013 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,691,722
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,211,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,202,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,463,308
Value of total assets at end of year2013-12-31$22,233,414
Value of total assets at beginning of year2013-12-31$18,753,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,238
Total interest from all sources2013-12-31$53,337
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$530,358
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$530,358
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$903,585
Participant contributions at end of year2013-12-31$1,312,195
Participant contributions at beginning of year2013-12-31$1,287,054
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$26,630
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$52,162
Administrative expenses (other) incurred2013-12-31$9,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,480,041
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,233,414
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,753,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,218,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,646,620
Interest on participant loans2013-12-31$53,337
Value of interest in common/collective trusts at end of year2013-12-31$3,702,447
Value of interest in common/collective trusts at beginning of year2013-12-31$2,775,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,623,157
Net investment gain or loss from common/collective trusts2013-12-31$21,562
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
Contributions received in cash from employer2013-12-31$507,561
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$17,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,202,443
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2013-12-31570381582
2012 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,324,176
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,085,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,075,726
Value of total corrective distributions2012-12-31$22
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,512,526
Value of total assets at end of year2012-12-31$18,753,373
Value of total assets at beginning of year2012-12-31$17,514,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,978
Total interest from all sources2012-12-31$50,677
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$408,570
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$408,570
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$952,074
Participant contributions at end of year2012-12-31$1,287,054
Participant contributions at beginning of year2012-12-31$1,196,191
Participant contributions at end of year2012-12-31$26,630
Participant contributions at beginning of year2012-12-31$25,956
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,015
Administrative expenses (other) incurred2012-12-31$9,978
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$1,238,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,753,373
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,514,923
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$14,646,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,245,487
Interest on participant loans2012-12-31$50,677
Value of interest in common/collective trusts at end of year2012-12-31$2,775,482
Value of interest in common/collective trusts at beginning of year2012-12-31$5,029,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,162,381
Net investment gain or loss from common/collective trusts2012-12-31$190,022
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
Contributions received in cash from employer2012-12-31$536,110
Employer contributions (assets) at end of year2012-12-31$17,587
Employer contributions (assets) at beginning of year2012-12-31$15,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,075,726
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2012-12-31570381582
2011 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,390,450
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,068,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,059,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,690,582
Value of total assets at end of year2011-12-31$17,514,923
Value of total assets at beginning of year2011-12-31$18,192,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,921
Total interest from all sources2011-12-31$53,752
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$310,732
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$310,732
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,008,145
Participant contributions at end of year2011-12-31$1,196,191
Participant contributions at beginning of year2011-12-31$1,318,668
Participant contributions at end of year2011-12-31$25,956
Participant contributions at beginning of year2011-12-31$34,781
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,678
Administrative expenses (other) incurred2011-12-31$8,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-677,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,514,923
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,192,719
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$11,245,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,103,482
Interest on participant loans2011-12-31$53,752
Value of interest in common/collective trusts at end of year2011-12-31$5,029,957
Value of interest in common/collective trusts at beginning of year2011-12-31$4,714,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-688,834
Net investment gain or loss from common/collective trusts2011-12-31$24,218
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
Contributions received in cash from employer2011-12-31$621,738
Employer contributions (assets) at end of year2011-12-31$15,317
Employer contributions (assets) at beginning of year2011-12-31$16,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,059,325
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2011-12-31570381582
2010 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,326,629
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,021,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,004,902
Expenses. Certain deemed distributions of participant loans2010-12-31$1,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,699,685
Value of total assets at end of year2010-12-31$18,192,719
Value of total assets at beginning of year2010-12-31$16,887,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,690
Total interest from all sources2010-12-31$65,304
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$201,984
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$201,984
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,100,867
Participant contributions at end of year2010-12-31$1,318,668
Participant contributions at beginning of year2010-12-31$1,276,166
Participant contributions at end of year2010-12-31$34,781
Participant contributions at beginning of year2010-12-31$36,396
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,892
Administrative expenses (other) incurred2010-12-31$14,690
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$1,305,208
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,192,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,887,511
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$12,103,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,090,882
Interest on participant loans2010-12-31$65,304
Value of interest in common/collective trusts at end of year2010-12-31$4,714,309
Value of interest in common/collective trusts at beginning of year2010-12-31$4,465,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,047,967
Net investment gain or loss from common/collective trusts2010-12-31$311,689
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$589,821
Employer contributions (assets) at end of year2010-12-31$16,801
Employer contributions (assets) at beginning of year2010-12-31$16,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,004,902
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
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
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 name2010-12-31ELLIOT DAVIS, L.L.C.
Accountancy firm EIN2010-12-31570381582
2009 : THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO

2023: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 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 RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT CO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510313-01
Policy instance 1
Insurance contract or identification number510313-01
Number of Individuals Covered156
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510313-01
Policy instance 1
Insurance contract or identification number510313-01
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510313-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510313-01
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61408
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61408
Policy instance 1

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