MARCH, INC. OF MANCHESTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY
| Measure | Date | Value |
|---|
| 2025 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-04-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-11 | 90049 |
| Net assets as of the end of the plan year | 2025-04-11 | 1839812 |
| Total assets as of the beginning of the plan year | 2025-04-11 | 1503109 |
| Value of plan covered by a fidelity bond | 2025-04-11 | 1000000 |
| Participant contributions to plan in this plan year | 2025-04-11 | 50615 |
| Other contributions to plan in this plan year | 2025-04-11 | 51122 |
| Other income to plan in this plan year | 2025-04-11 | 123015 |
| Plan net income in this plan year | 2025-04-11 | 336703 |
| Net assets as of the end of the plan year | 2025-04-11 | 1839812 |
| Net assets as of the beginning of the plan year | 2025-04-11 | 1503109 |
| Employer contributions to plan in this plan year | 2025-04-11 | 202000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-11 | 6842 |
| 2023 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $479,983 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $122,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $116,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $392,004 |
| Value of total assets at end of year | 2023-06-30 | $1,503,109 |
| Value of total assets at beginning of year | 2023-06-30 | $1,145,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $5,932 |
| Total interest from all sources | 2023-06-30 | $4,495 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $68,529 |
| Participant contributions at end of year | 2023-06-30 | $1,467 |
| Participant contributions at beginning of year | 2023-06-30 | $0 |
| Administrative expenses (other) incurred | 2023-06-30 | $5,932 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $357,483 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $1,503,109 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,145,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $906,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $750,055 |
| Interest earned on other investments | 2023-06-30 | $4,495 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $271,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $296,481 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $83,484 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $323,475 |
| Employer contributions (assets) at end of year | 2023-06-30 | $323,475 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $99,090 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $116,568 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | FEDERMAN, LALLY & REMIS LLC |
| Accountancy firm EIN | 2023-06-30 | 061326802 |
| 2022 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $479,983 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $122,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $116,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $392,004 |
| Value of total assets at end of year | 2022-07-01 | $1,503,109 |
| Value of total assets at beginning of year | 2022-07-01 | $1,145,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $5,932 |
| Total interest from all sources | 2022-07-01 | $4,495 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $68,529 |
| Participant contributions at end of year | 2022-07-01 | $1,467 |
| Participant contributions at beginning of year | 2022-07-01 | $0 |
| Administrative expenses (other) incurred | 2022-07-01 | $5,932 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $357,483 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $1,503,109 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $1,145,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $906,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $750,055 |
| Interest earned on other investments | 2022-07-01 | $4,495 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $271,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $296,481 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $83,484 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $323,475 |
| Employer contributions (assets) at end of year | 2022-07-01 | $323,475 |
| Employer contributions (assets) at beginning of year | 2022-07-01 | $99,090 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $116,568 |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | FEDERMAN, LALLY & REMIS LLC |
| Accountancy firm EIN | 2022-07-01 | 061326802 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $31,972 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $108,057 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $108,057 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $165,764 |
| Value of total assets at end of year | 2022-06-30 | $1,145,626 |
| Value of total assets at beginning of year | 2022-06-30 | $1,221,711 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $0 |
| Total interest from all sources | 2022-06-30 | $3,958 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $66,674 |
| Participant contributions at beginning of year | 2022-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-76,085 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,145,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,221,711 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $750,055 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $806,684 |
| Interest earned on other investments | 2022-06-30 | $3,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $296,481 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $325,527 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-137,750 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $99,090 |
| Employer contributions (assets) at end of year | 2022-06-30 | $99,090 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $89,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $108,057 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | FEDERMAN, LALLY & REMIS LLC |
| Accountancy firm EIN | 2022-06-30 | 061326802 |
| 2021 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $356,808 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $70,569 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $68,720 |
| Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $694 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $155,981 |
| Value of total assets at end of year | 2021-06-30 | $1,221,711 |
| Value of total assets at beginning of year | 2021-06-30 | $935,472 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,155 |
| Total interest from all sources | 2021-06-30 | $6,994 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $64,445 |
| Participant contributions at end of year | 2021-06-30 | $0 |
| Participant contributions at beginning of year | 2021-06-30 | $1,041 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $2,036 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $286,239 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,221,711 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $935,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $1,155 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $806,684 |
| Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $527,622 |
| Interest on participant loans | 2021-06-30 | $183 |
| Interest earned on other investments | 2021-06-30 | $6,811 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $325,527 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $312,435 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $14,485 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $179,348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $89,500 |
| Employer contributions (assets) at end of year | 2021-06-30 | $89,500 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $94,374 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $68,720 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | FEDERMAN, LALLY & REMIS LLC |
| Accountancy firm EIN | 2021-06-30 | 061326802 |
| 2020 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $191,868 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $332,969 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $331,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $158,733 |
| Value of total assets at end of year | 2020-06-30 | $935,472 |
| Value of total assets at beginning of year | 2020-06-30 | $1,076,573 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,534 |
| Total interest from all sources | 2020-06-30 | $8,042 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $62,728 |
| Participant contributions at end of year | 2020-06-30 | $1,041 |
| Participant contributions at beginning of year | 2020-06-30 | $2,028 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $1,631 |
| Administrative expenses (other) incurred | 2020-06-30 | $1,534 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-141,101 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $935,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,076,573 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2020-06-30 | $527,622 |
| Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $639,854 |
| Interest on participant loans | 2020-06-30 | $78 |
| Interest earned on other investments | 2020-06-30 | $7,964 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $312,435 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $348,015 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $25,093 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $94,374 |
| Employer contributions (assets) at end of year | 2020-06-30 | $94,374 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $86,676 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $331,435 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | FEDERMAN, LALLY & REMIS LLC |
| Accountancy firm EIN | 2020-06-30 | 061326802 |
| 2019 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $223,290 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $80,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $78,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $178,301 |
| Value of total assets at end of year | 2019-06-30 | $1,076,573 |
| Value of total assets at beginning of year | 2019-06-30 | $933,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,434 |
| Total interest from all sources | 2019-06-30 | $9,063 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $61,544 |
| Participant contributions at end of year | 2019-06-30 | $2,028 |
| Participant contributions at beginning of year | 2019-06-30 | $2,985 |
| Administrative expenses (other) incurred | 2019-06-30 | $1,434 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $143,173 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,076,573 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $933,400 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2019-06-30 | $639,854 |
| Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $599,289 |
| Interest on participant loans | 2019-06-30 | $78 |
| Interest earned on other investments | 2019-06-30 | $8,985 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $348,015 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $331,126 |
| Net investment gain/loss from pooled separate accounts | 2019-06-30 | $35,926 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $116,757 |
| Employer contributions (assets) at end of year | 2019-06-30 | $86,676 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $78,683 |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | FEDERMAN, LALLY, & REMIS, INC. |
| Accountancy firm EIN | 2019-06-30 | 061326802 |
| 2018 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $188,947 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $210,110 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $208,485 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $112,779 |
| Value of total assets at end of year | 2018-06-30 | $933,400 |
| Value of total assets at beginning of year | 2018-06-30 | $954,563 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,625 |
| Total interest from all sources | 2018-06-30 | $8,994 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $80,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $59,272 |
| Participant contributions at end of year | 2018-06-30 | $2,985 |
| Participant contributions at beginning of year | 2018-06-30 | $3,669 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $19,913 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $-21,163 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $933,400 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $954,563 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $1,585 |
| Value of interest in pooled separate accounts at end of year | 2018-06-30 | $599,289 |
| Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $680,775 |
| Interest on participant loans | 2018-06-30 | $118 |
| Interest earned on other investments | 2018-06-30 | $8,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $331,126 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $270,119 |
| Net investment gain/loss from pooled separate accounts | 2018-06-30 | $67,174 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $33,594 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $208,485 |
| Contract administrator fees | 2018-06-30 | $40 |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | FEDERMAN, LALLY, & REMIS, INC. |
| Accountancy firm EIN | 2018-06-30 | 061326802 |
| 2017 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $203,298 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $95,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $94,318 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $100,908 |
| Value of total assets at end of year | 2017-06-30 | $954,563 |
| Value of total assets at beginning of year | 2017-06-30 | $846,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,391 |
| Total interest from all sources | 2017-06-30 | $18,154 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2017-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $62,182 |
| Participant contributions at end of year | 2017-06-30 | $3,669 |
| Participant contributions at beginning of year | 2017-06-30 | $4,550 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $2,843 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $107,589 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $954,563 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $846,974 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $1,380 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $0 |
| Value of interest in pooled separate accounts at end of year | 2017-06-30 | $680,775 |
| Value of interest in pooled separate accounts at beginning of year | 2017-06-30 | $593,573 |
| Interest on participant loans | 2017-06-30 | $191 |
| Interest earned on other investments | 2017-06-30 | $17,963 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $270,119 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $248,851 |
| Net investment gain/loss from pooled separate accounts | 2017-06-30 | $84,236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $35,883 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $94,318 |
| Contract administrator fees | 2017-06-30 | $11 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2017-06-30 | 061326802 |
| 2015 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $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 | $103,899 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $56,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $54,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $76,628 |
| Value of total assets at end of year | 2015-06-30 | $801,533 |
| Value of total assets at beginning of year | 2015-06-30 | $754,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $1,185 |
| Total interest from all sources | 2015-06-30 | $5,746 |
| 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 year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $49,621 |
| Participant contributions at beginning of year | 2015-06-30 | $977 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $47,828 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $801,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $754,225 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $1,185 |
| Value of interest in pooled separate accounts at end of year | 2015-06-30 | $595,273 |
| Value of interest in pooled separate accounts at beginning of year | 2015-06-30 | $577,278 |
| Interest on participant loans | 2015-06-30 | $46 |
| Interest earned on other investments | 2015-06-30 | $5,700 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $206,260 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $175,970 |
| Net investment gain/loss from pooled separate accounts | 2015-06-30 | $21,525 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $27,007 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $54,886 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2015-06-30 | 061326802 |
| 2014 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $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 | $181,434 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $104,266 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $103,096 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $72,766 |
| Value of total assets at end of year | 2014-06-30 | $754,225 |
| Value of total assets at beginning of year | 2014-06-30 | $684,057 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $1,170 |
| Total interest from all sources | 2014-06-30 | $5,186 |
| 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 year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $44,292 |
| Participant contributions at end of year | 2014-06-30 | $977 |
| Participant contributions at beginning of year | 2014-06-30 | $1,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $77,168 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $754,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $684,057 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $1,170 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $577,278 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $512,604 |
| Interest on participant loans | 2014-06-30 | $112 |
| Interest earned on other investments | 2014-06-30 | $5,074 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $175,970 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $169,972 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $103,482 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $28,474 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $103,096 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2014-06-30 | 061326802 |
| 2013 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $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 | $140,543 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $53,091 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $51,966 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $64,758 |
| Value of total assets at end of year | 2013-06-30 | $684,057 |
| Value of total assets at beginning of year | 2013-06-30 | $589,605 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $1,125 |
| Total interest from all sources | 2013-06-30 | $4,480 |
| 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 year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $37,182 |
| Participant contributions at end of year | 2013-06-30 | $1,481 |
| Participant contributions at beginning of year | 2013-06-30 | $646 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $87,452 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $684,057 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $589,605 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $1,125 |
| Value of interest in pooled separate accounts at end of year | 2013-06-30 | $512,604 |
| Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $449,817 |
| Interest on participant loans | 2013-06-30 | $30 |
| Interest earned on other investments | 2013-06-30 | $4,450 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $169,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $139,142 |
| Net investment gain/loss from pooled separate accounts | 2013-06-30 | $71,305 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $27,576 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $51,966 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2013-06-30 | 061326802 |
| 2012 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $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 | $54,752 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $112,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $111,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $60,453 |
| Value of total assets at end of year | 2012-06-30 | $589,605 |
| Value of total assets at beginning of year | 2012-06-30 | $647,007 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $1,035 |
| Total interest from all sources | 2012-06-30 | $4,449 |
| 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 year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $34,445 |
| Participant contributions at end of year | 2012-06-30 | $646 |
| Participant contributions at beginning of year | 2012-06-30 | $1,468 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-57,402 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $589,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $647,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $1,035 |
| Value of interest in pooled separate accounts at end of year | 2012-06-30 | $449,817 |
| Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $497,343 |
| Interest on participant loans | 2012-06-30 | $63 |
| Interest earned on other investments | 2012-06-30 | $4,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $139,142 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $148,196 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $-10,150 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $25,745 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $111,119 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2012-06-30 | 061326802 |
| 2011 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $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 | $159,479 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $14,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $13,722 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $46,560 |
| Value of total assets at end of year | 2011-06-30 | $647,007 |
| Value of total assets at beginning of year | 2011-06-30 | $502,180 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $930 |
| Total interest from all sources | 2011-06-30 | $4,247 |
| 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 year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $23,925 |
| Participant contributions at end of year | 2011-06-30 | $1,468 |
| Participant contributions at beginning of year | 2011-06-30 | $2,243 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $144,827 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $647,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $502,180 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $930 |
| Value of interest in pooled separate accounts at end of year | 2011-06-30 | $497,343 |
| Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $380,439 |
| Interest on participant loans | 2011-06-30 | $111 |
| Interest earned on other investments | 2011-06-30 | $4,136 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $148,196 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $119,498 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $22,635 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $13,722 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2011-06-30 | 061326802 |
| 2010 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $0 |
| Total income from all sources (including contributions) | 2010-06-30 | $94,756 |
| Total loss/gain on sale of assets | 2010-06-30 | $0 |
| Total of all expenses incurred | 2010-06-30 | $182,201 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-06-30 | $181,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-06-30 | $42,894 |
| Value of total assets at end of year | 2010-06-30 | $502,180 |
| Value of total assets at beginning of year | 2010-06-30 | $589,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-06-30 | $1,020 |
| Total interest from all sources | 2010-06-30 | $4,807 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-06-30 | No |
| Was this plan covered by a fidelity bond | 2010-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2010-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-06-30 | No |
| Contributions received from participants | 2010-06-30 | $22,365 |
| Participant contributions at end of year | 2010-06-30 | $2,243 |
| Participant contributions at beginning of year | 2010-06-30 | $2,957 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-06-30 | $709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-06-30 | No |
| Value of net income/loss | 2010-06-30 | $-87,445 |
| Value of net assets at end of year (total assets less liabilities) | 2010-06-30 | $502,180 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-06-30 | $589,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-06-30 | No |
| Investment advisory and management fees | 2010-06-30 | $1,020 |
| Value of interest in pooled separate accounts at end of year | 2010-06-30 | $380,439 |
| Value of interest in pooled separate accounts at beginning of year | 2010-06-30 | $330,879 |
| Interest on participant loans | 2010-06-30 | $194 |
| Interest earned on other investments | 2010-06-30 | $4,613 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-06-30 | $119,498 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-06-30 | $255,789 |
| Net investment gain/loss from pooled separate accounts | 2010-06-30 | $47,055 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-06-30 | No |
| Contributions received in cash from employer | 2010-06-30 | $19,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-06-30 | $181,181 |
| Did the plan have assets held for investment | 2010-06-30 | 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 | 2010-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-06-30 | Disclaimer |
| Accountancy firm name | 2010-06-30 | FEDERMAN, LALLY & REMIS, LLC |
| Accountancy firm EIN | 2010-06-30 | 061326802 |
