?>
Logo

SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.
Plan identification number 002

SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MARBRIDGE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARBRIDGE FOUNDATION, INC.
Employer identification number (EIN):741183095
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MARBRIDGE FOUNDATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1953-07-13
Company Identification Number: 0011595301
Legal Registered Office Address: PO BOX 2250

MANCHACA
United States of America (USA)
78652

More information about MARBRIDGE FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-07-01JANIS BENNETT
0022014-07-01JANIS BENNETT
0022013-07-01JANIS BENNETT
0022012-07-01MICHAEL MOULTON
0022011-07-01MICHAEL MOULTON
0022009-07-01CRAIG WOJTOWICZ

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.

Measure Date Value
2015: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01342
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01336
Total number of active participants reported on line 7a of the Form 55002014-07-01342
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01342
Number of participants with account balances2014-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0131
2013: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01309
Total number of active participants reported on line 7a of the Form 55002013-07-01336
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01336
Number of participants with account balances2013-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01327
Total number of active participants reported on line 7a of the Form 55002012-07-01308
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01308
Number of participants with account balances2012-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0169
2011: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01325
Total number of active participants reported on line 7a of the Form 55002011-07-01327
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01327
Number of participants with account balances2011-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0164
2009: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01223
Total number of active participants reported on line 7a of the Form 55002009-07-01223
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01223
Number of participants with account balances2009-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0152

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.

Measure Date Value
2016 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$28,454
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,607,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,604,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,790
Value of total assets at end of year2016-06-30$0
Value of total assets at beginning of year2016-06-30$1,579,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,718
Total interest from all sources2016-06-30$3,207
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$6,069
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$8,340
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,221,860
Other income not declared elsewhere2016-06-30$15,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,579,487
Value of net assets at end of year (total assets less liabilities)2016-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,579,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Interest on participant loans2016-06-30$617
Interest earned on other investments2016-06-30$2,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$349,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,604,223
Contract administrator fees2016-06-30$3,718
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2016-06-30750786316
2015 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$289,892
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$141,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$134,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$252,283
Value of total assets at end of year2015-06-30$1,579,487
Value of total assets at beginning of year2015-06-30$1,430,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,445
Total interest from all sources2015-06-30$12,913
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$157,818
Participant contributions at end of year2015-06-30$8,340
Participant contributions at beginning of year2015-06-30$12,567
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,221,860
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,085,671
Other income not declared elsewhere2015-06-30$24,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$148,862
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,579,487
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,430,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest on participant loans2015-06-30$391
Interest earned on other investments2015-06-30$12,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$349,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$332,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$94,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$134,585
Contract administrator fees2015-06-30$6,445
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2015-06-30750786316
2014 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$383,309
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$155,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$150,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$238,136
Value of total assets at end of year2014-06-30$1,430,625
Value of total assets at beginning of year2014-06-30$1,202,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,188
Total interest from all sources2014-06-30$10,059
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$147,527
Participant contributions at end of year2014-06-30$12,567
Participant contributions at beginning of year2014-06-30$15,483
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,085,671
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$875,172
Other income not declared elsewhere2014-06-30$135,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$227,634
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,430,625
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,202,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Interest on participant loans2014-06-30$534
Interest earned on other investments2014-06-30$9,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$332,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$312,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$90,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$150,487
Contract administrator fees2014-06-30$5,188
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2014-06-30750786316
2013 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$302,855
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$101,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$97,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$211,282
Value of total assets at end of year2013-06-30$1,202,991
Value of total assets at beginning of year2013-06-30$1,001,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,635
Total interest from all sources2013-06-30$11,361
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$128,798
Participant contributions at end of year2013-06-30$15,483
Participant contributions at beginning of year2013-06-30$19,063
Assets. Other investments not covered elsewhere at end of year2013-06-30$875,172
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$712,075
Other income not declared elsewhere2013-06-30$80,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$200,996
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,202,991
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,001,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest on participant loans2013-06-30$658
Interest earned on other investments2013-06-30$10,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$312,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$270,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$82,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$97,224
Contract administrator fees2013-06-30$4,635
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2013-06-30750786316
2012 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$233,411
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$127,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$123,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$224,461
Value of total assets at end of year2012-06-30$1,001,995
Value of total assets at beginning of year2012-06-30$895,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,027
Total interest from all sources2012-06-30$9,154
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$115,598
Participant contributions at end of year2012-06-30$19,063
Participant contributions at beginning of year2012-06-30$12,005
Assets. Other investments not covered elsewhere at end of year2012-06-30$712,075
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$700,915
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$32,984
Other income not declared elsewhere2012-06-30$-204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$106,204
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,001,995
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$895,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Interest on participant loans2012-06-30$810
Interest earned on other investments2012-06-30$8,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$270,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$182,871
Net investment gain/loss from pooled separate accounts2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$75,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$123,180
Contract administrator fees2012-06-30$4,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2012-06-30750786316
2011 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$323,079
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$125,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$122,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$177,905
Value of total assets at end of year2011-06-30$895,791
Value of total assets at beginning of year2011-06-30$698,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,894
Total interest from all sources2011-06-30$510
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$3,894
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$109,053
Participant contributions at end of year2011-06-30$12,005
Assets. Other investments not covered elsewhere at end of year2011-06-30$700,915
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$595,730
Other income not declared elsewhere2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$197,121
Value of net assets at end of year (total assets less liabilities)2011-06-30$895,791
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$698,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest on participant loans2011-06-30$510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$182,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$102,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$144,664
Net investment gain/loss from pooled separate accounts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$68,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$122,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2011-06-30750786316
2010 : SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC.

2015: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: SECTION 403(B) RETIREMENT PLAN FOR MARBRIDGE FOUNDATION, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3