Logo

EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 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.
  • 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.

401k Sponsoring company profile

MAGEE COOPERATIVE (AAL) has sponsored the creation of one or more 401k plans.

Company Name:MAGEE COOPERATIVE (AAL)
Employer identification number (EIN):640195360
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELISSA TULLOS2024-10-15
0022022-01-01MELISSA TULLOS2023-06-27
0022021-01-01MELISSA TULLOS2022-10-21
0022021-01-01MELISSA TULLOS2022-10-21
0022020-01-01MELISSA ANDERSON2021-04-21
0022019-01-01MELISSA ANDERSON2020-08-26
0022018-01-01MELISSA ANDERSON2019-07-01
0022017-01-01MELISSA ANDERSON2018-06-12 MELISSA ANDERSON2018-06-12
0022015-01-01NIKKI MCNEMAR2016-05-11 NIKKI MCNEMAR2016-05-11
0022013-01-01KRISTIN R. EVANS2014-07-08
0022012-01-01PAM KEMP2013-07-17
0022011-01-01FRANK D SWALM2012-07-26
0022010-01-01F DAVID SWALM
0022009-01-01FRANK SWALM

Plan Statistics for EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2025 401k membership
Total number of particpants at beginning of year2025-10-3115
Total number of particpants at end of year2025-10-3115
Number of Participants With Account Balances2025-10-3112
2024: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2024 401k membership
Total number of particpants at beginning of year2024-10-1517
Total number of particpants at end of year2024-10-1515
Number of Participants With Account Balances2024-10-1512
2010: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-310
Total liabilities as of the end of the plan year2025-10-310
Total liabilities as of the beginning of the plan year2025-10-310
Total expenses incurred by plan in this plan year2025-10-31127
Net assets as of the end of the plan year2025-10-31106959
Total assets as of the beginning of the plan year2025-10-3173492
Value of plan covered by a fidelity bond2025-10-31100000
Participant contributions to plan in this plan year2025-10-3114027
Value of participant loans at end of plan year2025-10-314629
Other expenses paid from plan in this plan year2025-10-310
Other contributions to plan in this plan year2025-10-310
Other income to plan in this plan year2025-10-318422
Plan net income in this plan year2025-10-3133467
Net assets as of the end of the plan year2025-10-31106959
Net assets as of the beginning of the plan year2025-10-3173492
Employer contributions to plan in this plan year2025-10-3111145
Fees paid to broker by Benefit Provider2025-10-3162
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-31127
2024 : EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1541563
Net assets as of the end of the plan year2024-10-1573492
Total assets as of the beginning of the plan year2024-10-1582245
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1514157
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-158371
Plan net income in this plan year2024-10-15-8753
Net assets as of the end of the plan year2024-10-1573492
Net assets as of the beginning of the plan year2024-10-1582245
Employer contributions to plan in this plan year2024-10-1510282
Fees paid to broker by Benefit Provider2024-10-1564
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1533
2010 : EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$123,499
Expenses. Total of all expenses incurred2010-12-31$13,860
Benefits paid (including direct rollovers)2010-12-31$7,191
Total plan assets at end of year2010-12-31$564,376
Total plan assets at beginning of year2010-12-31$454,737
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,155
Expenses. Other expenses not covered elsewhere2010-12-31$6,669
Other income received2010-12-31$60,733
Net income (gross income less expenses)2010-12-31$109,639
Net plan assets at end of year (total assets less liabilities)2010-12-31$564,376
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$454,737
Assets. Value of participant loans2010-12-31$43,415
Total contributions received or receivable from employer(s)2010-12-31$27,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 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 EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL)

2010: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 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: EMPLOYEE BENEFIT PLAN OF MAGEE COOPERATIVE (AAL) 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup