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MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MBI COMPANY GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:MBI COMPANY GROUP, LLC
Employer identification number (EIN):061447332
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSEPH BISHOP2023-07-12
0012021-01-01JOSEPH BISHOP2022-07-22
0012020-01-01JOSEPH BISHOP2021-10-05
0012019-01-01JOSEPH BISHOP2020-10-09
0012018-01-01JOSEPH BISHOP2019-10-09
0012017-01-01JOSEPH BISHOP2018-10-04
0012016-01-01JOSEPH BISHOP2017-10-11
0012015-01-01
0012014-01-01JOSEPH A. BISHOP JR.
0012013-01-01JOSEPH A. BISHOP JR.
0012012-01-01JOSEPH A. BISHOP JR.
0012011-01-01JOSEPH A. BISHOP JR.
0012010-01-01MBI COMPANY GROUP LLC2011-06-27

Plan Statistics for MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$15,569
Expenses. Total of all expenses incurred2014-12-31$3,882
Benefits paid (including direct rollovers)2014-12-31$3,882
Total plan assets at end of year2014-12-31$180,543
Total plan assets at beginning of year2014-12-31$168,856
Value of fidelity bond covering the plan2014-12-31$225,000
Total contributions received or receivable from participants2014-12-31$10,511
Other income received2014-12-31$5,058
Net income (gross income less expenses)2014-12-31$11,687
Net plan assets at end of year (total assets less liabilities)2014-12-31$180,543
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$168,856
Assets. Value of participant loans2014-12-31$43,580
2013 : MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$2
Total income from all sources2013-12-31$22,486
Expenses. Total of all expenses incurred2013-12-31$1,240
Benefits paid (including direct rollovers)2013-12-31$1,240
Total plan assets at end of year2013-12-31$168,856
Total plan assets at beginning of year2013-12-31$147,612
Value of fidelity bond covering the plan2013-12-31$225,000
Total contributions received or receivable from participants2013-12-31$9,003
Other income received2013-12-31$13,483
Net income (gross income less expenses)2013-12-31$21,246
Net plan assets at end of year (total assets less liabilities)2013-12-31$168,856
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$147,610
Assets. Value of participant loans2013-12-31$39,380
2012 : MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$21,025
Expenses. Total of all expenses incurred2012-12-31$9,815
Benefits paid (including direct rollovers)2012-12-31$3,565
Total plan assets at end of year2012-12-31$147,612
Total plan assets at beginning of year2012-12-31$136,400
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$11,227
Other income received2012-12-31$9,798
Net income (gross income less expenses)2012-12-31$11,210
Net plan assets at end of year (total assets less liabilities)2012-12-31$147,610
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$136,400
Assets. Value of participant loans2012-12-31$43,647
Value of corrective distributions2012-12-31$6,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$20,493
Expenses. Total of all expenses incurred2011-12-31$1,990
Benefits paid (including direct rollovers)2011-12-31$1,563
Total plan assets at end of year2011-12-31$136,400
Total plan assets at beginning of year2011-12-31$117,897
Total contributions received or receivable from participants2011-12-31$22,929
Expenses. Other expenses not covered elsewhere2011-12-31$427
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,436
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$18,503
Net plan assets at end of year (total assets less liabilities)2011-12-31$136,400
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$117,897
Assets. Value of participant loans2011-12-31$28,502
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

2014: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MBI COMPANY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101596
Policy instance 1
Insurance contract or identification number101596
Total amount of commissions paid to insurance brokerUSD $661
Total amount of fees paid to insurance companyUSD $696
Commission paid to Insurance BrokerUSD $661
Insurance broker organization code?3
Amount paid for insurance broker fees696
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker nameWELLS THOMAS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101596
Policy instance 1
Insurance contract or identification number101596
Total amount of commissions paid to insurance brokerUSD $572
Total amount of fees paid to insurance companyUSD $140
Commission paid to Insurance BrokerUSD $572
Insurance broker organization code?3
Amount paid for insurance broker fees140
Insurance broker nameWELLS THOMAS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101596
Policy instance 1
Insurance contract or identification number101596
Number of Individuals Covered17
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $251
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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