MORILL & MACHABEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRILL & MACHABEE, INC. 401(K) RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2024 : MORRILL & MACHABEE, INC. 401(K) RETIREMENT PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-22 | 2624620 |
| Net assets as of the end of the plan year | 2024-08-22 | 0 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 2567027 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 300000 |
| Participant contributions to plan in this plan year | 2024-08-22 | 0 |
| Other contributions to plan in this plan year | 2024-08-22 | 0 |
| Other income to plan in this plan year | 2024-08-22 | 57593 |
| Plan net income in this plan year | 2024-08-22 | -2567027 |
| Net assets as of the end of the plan year | 2024-08-22 | 0 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 2567027 |
| Employer contributions to plan in this plan year | 2024-08-22 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 2181 |
| Total expenses incurred by plan in this plan year | 2024-08-04 | 178703 |
| Net assets as of the end of the plan year | 2024-08-04 | 2567027 |
| Total assets as of the beginning of the plan year | 2024-08-04 | 2228171 |
| Value of plan covered by a fidelity bond | 2024-08-04 | 300000 |
| Participant contributions to plan in this plan year | 2024-08-04 | 45496 |
| Value of participant loans at end of plan year | 2024-08-04 | 45981 |
| Other contributions to plan in this plan year | 2024-08-04 | 0 |
| Other income to plan in this plan year | 2024-08-04 | 457063 |
| Plan net income in this plan year | 2024-08-04 | 338856 |
| Net assets as of the end of the plan year | 2024-08-04 | 2567027 |
| Net assets as of the beginning of the plan year | 2024-08-04 | 2228171 |
| Employer contributions to plan in this plan year | 2024-08-04 | 15000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-04 | 16469 |
| 2022 : MORRILL & MACHABEE, INC. 401(K) RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-10 | 633628 |
| Net assets as of the end of the plan year | 2022-06-10 | 2801524 |
| Total assets as of the beginning of the plan year | 2022-06-10 | 2868019 |
| Value of plan covered by a fidelity bond | 2022-06-10 | 300000 |
| Participant contributions to plan in this plan year | 2022-06-10 | 53688 |
| Value of participant loans at end of plan year | 2022-06-10 | 3417 |
| Other income to plan in this plan year | 2022-06-10 | 513445 |
| Plan net income in this plan year | 2022-06-10 | -66495 |
| Net assets as of the end of the plan year | 2022-06-10 | 2801524 |
| Net assets as of the beginning of the plan year | 2022-06-10 | 2868019 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-10 | 12128 |
| 2010 : MORRILL & MACHABEE, INC. 401(K) RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $207,753 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $895,423 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $877,238 |
| Total plan assets at end of year | 2010-12-31 | $1,259,223 |
| Total plan assets at beginning of year | 2010-12-31 | $1,946,893 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,425 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $156,328 |
| Net income (gross income less expenses) | 2010-12-31 | $-687,670 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,259,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,946,893 |
| Assets. Value of participant loans | 2010-12-31 | $23,912 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $9,038 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,147 |
