MICHAEL J. CAMLINDE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about MICHAEL J. CAMLINDE & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-23 | 97877 |
| Net assets as of the end of the plan year | 2024-04-23 | 1813646 |
| Total assets as of the beginning of the plan year | 2024-04-23 | 1557406 |
| Value of plan covered by a fidelity bond | 2024-04-23 | 350000 |
| Participant contributions to plan in this plan year | 2024-04-23 | 68683 |
| Value of participant loans at end of plan year | 2024-04-23 | 14360 |
| Other income to plan in this plan year | 2024-04-23 | 240922 |
| Plan net income in this plan year | 2024-04-23 | 256240 |
| Net assets as of the end of the plan year | 2024-04-23 | 1813646 |
| Net assets as of the beginning of the plan year | 2024-04-23 | 1557406 |
| Employer contributions to plan in this plan year | 2024-04-23 | 44512 |
| Fees paid to broker by Benefit Provider | 2024-04-23 | 1376 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-23 | 14740 |
| 2020 : MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $361,161 |
| Total of all expenses incurred | 2020-12-31 | $10,661 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,693 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $134,364 |
| Value of total assets at end of year | 2020-12-31 | $1,530,206 |
| Value of total assets at beginning of year | 2020-12-31 | $1,179,706 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $968 |
| Total interest from all sources | 2020-12-31 | $241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $75,511 |
| Participant contributions at end of year | 2020-12-31 | $4,911 |
| Participant contributions at beginning of year | 2020-12-31 | $6,225 |
| Participant contributions at end of year | 2020-12-31 | $69 |
| Participant contributions at beginning of year | 2020-12-31 | $65 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,282 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $350,500 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,530,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,179,706 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,525,171 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,173,363 |
| Interest on participant loans | 2020-12-31 | $241 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $226,556 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $53,571 |
| Employer contributions (assets) at end of year | 2020-12-31 | $55 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $53 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,693 |
| Contract administrator fees | 2020-12-31 | $968 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SCHAFER, TSCHOPP, WHITCOMB, MITCHEL |
| Accountancy firm EIN | 2020-12-31 | 261472386 |
| 2019 : MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $336,522 |
| Total of all expenses incurred | 2019-12-31 | $34,230 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $31,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $139,798 |
| Value of total assets at end of year | 2019-12-31 | $1,179,706 |
| Value of total assets at beginning of year | 2019-12-31 | $877,414 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,606 |
| Total interest from all sources | 2019-12-31 | $178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $75,005 |
| Participant contributions at end of year | 2019-12-31 | $6,225 |
| Participant contributions at beginning of year | 2019-12-31 | $1,958 |
| Participant contributions at end of year | 2019-12-31 | $65 |
| Participant contributions at beginning of year | 2019-12-31 | $65 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $11,322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $302,292 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,179,706 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $877,414 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,173,363 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $875,338 |
| Interest on participant loans | 2019-12-31 | $178 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $196,546 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $53,471 |
| Employer contributions (assets) at end of year | 2019-12-31 | $53 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $53 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $31,624 |
| Contract administrator fees | 2019-12-31 | $2,606 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SCHAFER, TSCHOPP, WHITCOMB, MITCHEL |
| Accountancy firm EIN | 2019-12-31 | 261472386 |
| 2018 : MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $45,474 |
| Total of all expenses incurred | 2018-12-31 | $5,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,804 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $128,455 |
| Value of total assets at end of year | 2018-12-31 | $877,414 |
| Value of total assets at beginning of year | 2018-12-31 | $837,573 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,829 |
| Total interest from all sources | 2018-12-31 | $19 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $265,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $76,066 |
| Participant contributions at end of year | 2018-12-31 | $1,958 |
| Participant contributions at end of year | 2018-12-31 | $65 |
| Participant contributions at beginning of year | 2018-12-31 | $65 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $39,841 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $877,414 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $837,573 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $875,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $837,455 |
| Interest on participant loans | 2018-12-31 | $19 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-83,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $52,389 |
| Employer contributions (assets) at end of year | 2018-12-31 | $53 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $53 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,804 |
| Contract administrator fees | 2018-12-31 | $3,829 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2018-12-31 | 135381590 |
| 2017 : MICHAEL J. CAMLINDE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $215,134 |
| Total of all expenses incurred | 2017-12-31 | $18,548 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,266 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $91,430 |
| Value of total assets at end of year | 2017-12-31 | $837,573 |
| Value of total assets at beginning of year | 2017-12-31 | $640,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,282 |
| Total interest from all sources | 2017-12-31 | $53 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $265,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $53,485 |
| Participant contributions at beginning of year | 2017-12-31 | $1,651 |
| Participant contributions at end of year | 2017-12-31 | $65 |
| Participant contributions at beginning of year | 2017-12-31 | $65 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $196,586 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $837,573 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $640,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $837,455 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $639,206 |
| Interest on participant loans | 2017-12-31 | $53 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $123,651 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $37,945 |
| Employer contributions (assets) at end of year | 2017-12-31 | $53 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $65 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,266 |
| Contract administrator fees | 2017-12-31 | $3,282 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2017-12-31 | 135381590 |
