401k Plan data: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN plan

MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN
Plan identification number	001

MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MONROY ASSET MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: MONROY ASSET MANAGEMENT INC

Employer identification number (EIN): 010604648

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-07-01 BRUCE MAROTTA 2021-04-19
001 2018-07-01 BRUCE MAROTTA 2020-08-10
001 2017-07-01 BRUCE MAROTTA 2020-07-21
001 2016-07-01 BRUCE MAROTTA 2019-10-08
001 2015-07-01 BRUCE MAROTTA 2019-10-08
001 2014-07-01
001 2013-07-01
001 2012-07-01 LOUIS MONROY 2014-05-14
001 2011-07-01 LOUIS MONROY 2014-03-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-07-01	BRUCE MAROTTA	2021-04-19
001	2018-07-01	BRUCE MAROTTA	2020-08-10
001	2017-07-01	BRUCE MAROTTA	2020-07-21
001	2016-07-01	BRUCE MAROTTA	2019-10-08
001	2015-07-01	BRUCE MAROTTA	2019-10-08
001	2014-07-01
001	2013-07-01
001	2012-07-01	LOUIS MONROY	2014-05-14
001	2011-07-01	LOUIS MONROY	2014-03-31

Plan Statistics for MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN

401k plan membership statisitcs for MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN

Measure Date Value
2020: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-06-30 853,938
Acturial value of plan assets 2020-06-30 853,938
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 0
Fundng target for terminated vested participants 2020-06-30 0
Active participant vested funding target 2020-06-30 1,118,947
Number of active participants 2020-06-30 2
Total funding liabilities for active participants 2020-06-30 1,118,947
Total participant count 2020-06-30 2
Total funding target for all participants 2020-06-30 1,118,947
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 0
Total employer contributions 2020-06-30 197,000
Total employee contributions 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 182,955
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 0
Net shortfall amortization installment of oustanding balance 2020-06-30 265,009
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 43,061
Additional cash requirement 2020-06-30 43,061
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 182,955
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-06-30 935,277
Acturial value of plan assets 2019-06-30 935,277
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 0
Fundng target for terminated vested participants 2019-06-30 0
Active participant vested funding target 2019-06-30 924,662
Number of active participants 2019-06-30 2
Total funding liabilities for active participants 2019-06-30 924,662
Total participant count 2019-06-30 2
Total funding target for all participants 2019-06-30 924,662
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 0
Additional cash requirement 2019-06-30 0
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-06-30 1,349,980
Acturial value of plan assets 2018-06-30 1,349,980
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 0
Fundng target for terminated vested participants 2018-06-30 0
Active participant vested funding target 2018-06-30 1,079,725
Number of active participants 2018-06-30 2
Total funding liabilities for active participants 2018-06-30 1,079,725
Total participant count 2018-06-30 2
Total funding target for all participants 2018-06-30 1,079,725
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 0
Present value of excess contributions 2018-06-30 92,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 98,346
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 98,346
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 98,346
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 0
Additional cash requirement 2018-06-30 0
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-06-30 1,210,852
Acturial value of plan assets 2017-06-30 1,210,852
Active participant vested funding target 2017-06-30 1,175,379
Number of active participants 2017-06-30 2
Total funding liabilities for active participants 2017-06-30 1,175,379
Total participant count 2017-06-30 2
Total funding target for all participants 2017-06-30 1,175,379
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 0
Present value of excess contributions 2017-06-30 93,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 99,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 99,260
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 99,260
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 0
Total employer contributions 2017-06-30 100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 92,858
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 0
Additional cash requirement 2017-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 92,858
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2020: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-06-30	853,938
Acturial value of plan assets	2020-06-30	853,938
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	0
Fundng target for terminated vested participants	2020-06-30	0
Active participant vested funding target	2020-06-30	1,118,947
Number of active participants	2020-06-30	2
Total funding liabilities for active participants	2020-06-30	1,118,947
Total participant count	2020-06-30	2
Total funding target for all participants	2020-06-30	1,118,947
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	197,000
Total employee contributions	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	182,955
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	0
Net shortfall amortization installment of oustanding balance	2020-06-30	265,009
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	43,061
Additional cash requirement	2020-06-30	43,061
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	182,955
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-06-30	935,277
Acturial value of plan assets	2019-06-30	935,277
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	0
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	924,662
Number of active participants	2019-06-30	2
Total funding liabilities for active participants	2019-06-30	924,662
Total participant count	2019-06-30	2
Total funding target for all participants	2019-06-30	924,662
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Additional cash requirement	2019-06-30	0
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-06-30	1,349,980
Acturial value of plan assets	2018-06-30	1,349,980
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	0
Fundng target for terminated vested participants	2018-06-30	0
Active participant vested funding target	2018-06-30	1,079,725
Number of active participants	2018-06-30	2
Total funding liabilities for active participants	2018-06-30	1,079,725
Total participant count	2018-06-30	2
Total funding target for all participants	2018-06-30	1,079,725
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	0
Present value of excess contributions	2018-06-30	92,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	98,346
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	98,346
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	98,346
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	0
Additional cash requirement	2018-06-30	0
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-06-30	1,210,852
Acturial value of plan assets	2017-06-30	1,210,852
Active participant vested funding target	2017-06-30	1,175,379
Number of active participants	2017-06-30	2
Total funding liabilities for active participants	2017-06-30	1,175,379
Total participant count	2017-06-30	2
Total funding target for all participants	2017-06-30	1,175,379
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	93,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	99,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	99,260
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	99,260
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	92,858
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	0
Additional cash requirement	2017-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	92,858
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	MONROY ASSET MANAGEMENT INC
Employer identification number (EIN):	010604648
NAIC Classification:	236200