MERCURY FINANCIAL LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : MERCURY FINANCIAL 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $1,505,183 |
Total of all expenses incurred | 2022-12-31 | $1,260,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,222,219 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,810,729 |
Value of total assets at end of year | 2022-12-31 | $12,178,847 |
Value of total assets at beginning of year | 2022-12-31 | $11,934,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $38,506 |
Total interest from all sources | 2022-12-31 | $2,841 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,111,728 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $151,219 |
Participant contributions at beginning of year | 2022-12-31 | $113,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $531,758 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $244,458 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,178,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,934,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $38,506 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $11,119,707 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $11,496,097 |
Interest on participant loans | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $2,841 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $677,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $136,291 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,308,387 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,167,243 |
Employer contributions (assets) at end of year | 2022-12-31 | $230,888 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $188,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,222,219 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : MERCURY FINANCIAL 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $5,262,961 |
Total of all expenses incurred | 2021-12-31 | $1,187,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,141,484 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,788,262 |
Value of total assets at end of year | 2021-12-31 | $11,934,389 |
Value of total assets at beginning of year | 2021-12-31 | $7,859,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $46,364 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,707,269 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $113,932 |
Participant contributions at beginning of year | 2021-12-31 | $127,132 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,104,687 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,075,113 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,934,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,859,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $11,496,097 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,273,469 |
Interest on participant loans | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $136,291 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $334,676 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,474,699 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $976,306 |
Employer contributions (assets) at end of year | 2021-12-31 | $188,069 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $123,999 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,141,484 |
Contract administrator fees | 2021-12-31 | $46,364 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : MERCURY FINANCIAL 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $4,119,931 |
Total of all expenses incurred | 2020-12-31 | $511,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $498,910 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,063,935 |
Value of total assets at end of year | 2020-12-31 | $7,859,276 |
Value of total assets at beginning of year | 2020-12-31 | $4,251,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $13,059 |
Total interest from all sources | 2020-12-31 | $1,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 | $1,543,789 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $127,132 |
Participant contributions at beginning of year | 2020-12-31 | $93,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $683,967 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,607,962 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,859,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,251,314 |
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 pooled separate accounts at end of year | 2020-12-31 | $7,273,469 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,002,333 |
Interest on participant loans | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $1,437 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $334,676 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $53,562 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,054,559 |
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 | Yes |
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 | $836,179 |
Employer contributions (assets) at end of year | 2020-12-31 | $123,999 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $101,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $498,910 |
Contract administrator fees | 2020-12-31 | $13,059 |
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 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : MERCURY FINANCIAL 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,603,533 |
Total of all expenses incurred | 2019-12-31 | $153,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $150,905 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,014,924 |
Value of total assets at end of year | 2019-12-31 | $4,251,314 |
Value of total assets at beginning of year | 2019-12-31 | $1,801,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,498 |
Total interest from all sources | 2019-12-31 | $5,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
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 | $1,241,019 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $93,915 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $76,682 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,450,130 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,251,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,801,184 |
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 pooled separate accounts at end of year | 2019-12-31 | $4,002,333 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,709,048 |
Interest on participant loans | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $5,919 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $53,562 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $92,136 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $582,690 |
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 | $697,223 |
Employer contributions (assets) at end of year | 2019-12-31 | $101,504 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $150,905 |
Contract administrator fees | 2019-12-31 | $2,498 |
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 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |