MCLAUGHLIN RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-6,353,726 |
Total of all expenses incurred | 2022-12-31 | $3,606,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,485,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,377,399 |
Value of total assets at end of year | 2022-12-31 | $50,545,667 |
Value of total assets at beginning of year | 2022-12-31 | $60,505,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $120,836 |
Total interest from all sources | 2022-12-31 | $51,116 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $821,843 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $821,843 |
Administrative expenses professional fees incurred | 2022-12-31 | $13,077 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,756,542 |
Participant contributions at end of year | 2022-12-31 | $300,284 |
Participant contributions at beginning of year | 2022-12-31 | $362,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $228,764 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $239 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $137 |
Other income not declared elsewhere | 2022-12-31 | $156,264 |
Administrative expenses (other) incurred | 2022-12-31 | $77,438 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-9,959,746 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,545,667 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $60,505,413 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $30,321 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $47,700,693 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $58,389,729 |
Interest on participant loans | 2022-12-31 | $15,225 |
Interest earned on other investments | 2022-12-31 | $35,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,087,379 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,215,788 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,760,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,392,093 |
Employer contributions (assets) at end of year | 2022-12-31 | $457,072 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $537,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,485,184 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $12,517,421 |
Total of all expenses incurred | 2021-12-31 | $3,797,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,682,771 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,081,103 |
Value of total assets at end of year | 2021-12-31 | $60,505,413 |
Value of total assets at beginning of year | 2021-12-31 | $51,785,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $106,441 |
Total interest from all sources | 2021-12-31 | $27,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $923,994 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $923,994 |
Administrative expenses professional fees incurred | 2021-12-31 | $12,180 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,768,386 |
Participant contributions at end of year | 2021-12-31 | $362,648 |
Participant contributions at beginning of year | 2021-12-31 | $384,055 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $881,175 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $137 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $238 |
Other income not declared elsewhere | 2021-12-31 | $105,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,720,053 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $60,505,413 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $51,785,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $71,746 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $58,389,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $50,564,979 |
Interest on participant loans | 2021-12-31 | $18,318 |
Interest earned on other investments | 2021-12-31 | $8,931 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,215,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $8,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,379,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,431,542 |
Employer contributions (assets) at end of year | 2021-12-31 | $537,111 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $827,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,682,771 |
Contract administrator fees | 2021-12-31 | $22,515 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $11,785,736 |
Total of all expenses incurred | 2020-12-31 | $3,857,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,733,294 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,521 |
Value of total corrective distributions | 2020-12-31 | $1,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,660,412 |
Value of total assets at end of year | 2020-12-31 | $51,785,360 |
Value of total assets at beginning of year | 2020-12-31 | $43,857,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $119,340 |
Total interest from all sources | 2020-12-31 | $20,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $705,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $705,569 |
Administrative expenses professional fees incurred | 2020-12-31 | $11,950 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,565,468 |
Participant contributions at end of year | 2020-12-31 | $384,055 |
Participant contributions at beginning of year | 2020-12-31 | $412,315 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $436,478 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $238 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $792 |
Other income not declared elsewhere | 2020-12-31 | $141,596 |
Administrative expenses (other) incurred | 2020-12-31 | $70,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,928,142 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $51,785,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,857,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $37,227 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $50,564,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,781,089 |
Interest on participant loans | 2020-12-31 | $20,821 |
Interest earned on other investments | 2020-12-31 | $40 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $8,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,257,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,658,466 |
Employer contributions (assets) at end of year | 2020-12-31 | $827,391 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $663,022 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,733,294 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $11,865,568 |
Total of all expenses incurred | 2019-12-31 | $2,557,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,441,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,960,904 |
Value of total assets at end of year | 2019-12-31 | $43,857,218 |
Value of total assets at beginning of year | 2019-12-31 | $34,549,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $115,990 |
Total interest from all sources | 2019-12-31 | $20,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,627,602 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,627,602 |
Administrative expenses professional fees incurred | 2019-12-31 | $11,836 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,246,209 |
Participant contributions at end of year | 2019-12-31 | $412,315 |
Participant contributions at beginning of year | 2019-12-31 | $358,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $286,148 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $792 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $131,386 |
Administrative expenses (other) incurred | 2019-12-31 | $74,726 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,307,591 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,857,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,549,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $29,428 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,781,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,606,476 |
Interest on participant loans | 2019-12-31 | $20,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,125,191 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,428,547 |
Employer contributions (assets) at end of year | 2019-12-31 | $663,022 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $584,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,441,987 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BLUM SHAPIRO & CO. P.C. |
Accountancy firm EIN | 2019-12-31 | 061009205 |
2018 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $2,252,328 |
Total of all expenses incurred | 2018-12-31 | $1,610,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,504,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,750,652 |
Value of total assets at end of year | 2018-12-31 | $34,549,627 |
Value of total assets at beginning of year | 2018-12-31 | $33,907,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $105,792 |
Total interest from all sources | 2018-12-31 | $16,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $632,597 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $632,597 |
Administrative expenses professional fees incurred | 2018-12-31 | $11,752 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,967,033 |
Participant contributions at end of year | 2018-12-31 | $358,810 |
Participant contributions at beginning of year | 2018-12-31 | $291,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $558,279 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $118,465 |
Administrative expenses (other) incurred | 2018-12-31 | $64,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $642,299 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,549,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,907,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $29,137 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,606,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,142,021 |
Interest on participant loans | 2018-12-31 | $16,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,265,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | Yes |
Contributions received in cash from employer | 2018-12-31 | $1,225,340 |
Employer contributions (assets) at end of year | 2018-12-31 | $584,341 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $473,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,504,237 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BLUM SHAPIRO & CO. P.C. |
Accountancy firm EIN | 2018-12-31 | 061009205 |
2017 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
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Total transfer of assets to this plan | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $8,321,076 |
Total of all expenses incurred | 2017-12-31 | $1,767,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,673,939 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,994,332 |
Value of total assets at end of year | 2017-12-31 | $33,907,328 |
Value of total assets at beginning of year | 2017-12-31 | $27,353,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $93,551 |
Total interest from all sources | 2017-12-31 | $13,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $469,418 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $469,418 |
Administrative expenses professional fees incurred | 2017-12-31 | $11,377 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,567,604 |
Participant contributions at end of year | 2017-12-31 | $291,633 |
Participant contributions at beginning of year | 2017-12-31 | $304,073 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $429,255 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,824 |
Other income not declared elsewhere | 2017-12-31 | $103,737 |
Administrative expenses (other) incurred | 2017-12-31 | $60,538 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,553,586 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $33,907,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,353,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $21,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,142,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $26,762,661 |
Interest on participant loans | 2017-12-31 | $13,259 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,740,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $997,473 |
Employer contributions (assets) at end of year | 2017-12-31 | $473,674 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $285,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,673,939 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLUM SHAPIRO & CO PC |
Accountancy firm EIN | 2017-12-31 | 061009205 |
2016 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,088,629 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,899,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,780,993 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $55,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,202,857 |
Value of total assets at end of year | 2016-12-31 | $27,353,742 |
Value of total assets at beginning of year | 2016-12-31 | $25,164,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $62,721 |
Total interest from all sources | 2016-12-31 | $12,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $754,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $754,718 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,406,798 |
Participant contributions at end of year | 2016-12-31 | $304,073 |
Participant contributions at beginning of year | 2016-12-31 | $372,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $27,662 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,824 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $25,117 |
Other income not declared elsewhere | 2016-12-31 | $63,945 |
Administrative expenses (other) incurred | 2016-12-31 | $62,721 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,189,130 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $27,353,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,164,612 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $26,762,661 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $24,522,439 |
Interest on participant loans | 2016-12-31 | $12,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,054,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $768,397 |
Employer contributions (assets) at end of year | 2016-12-31 | $285,184 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $244,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,780,993 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2016-12-31 | 061009205 |
2015 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,624,953 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,635,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,557,670 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,173,015 |
Value of total assets at end of year | 2015-12-31 | $25,164,612 |
Value of total assets at beginning of year | 2015-12-31 | $25,175,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $77,929 |
Total interest from all sources | 2015-12-31 | $13,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $947,606 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $947,606 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,286,411 |
Participant contributions at end of year | 2015-12-31 | $372,645 |
Participant contributions at beginning of year | 2015-12-31 | $334,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $237,176 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $25,117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $22,296 |
Other income not declared elsewhere | 2015-12-31 | $102,646 |
Administrative expenses (other) incurred | 2015-12-31 | $77,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-10,783 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,164,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $25,175,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $24,522,439 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $24,326,305 |
Interest on participant loans | 2015-12-31 | $13,424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-611,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $649,428 |
Employer contributions (assets) at end of year | 2015-12-31 | $244,411 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $492,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,557,670 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2015-12-31 | 061009205 |
2014 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,553,561 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,146,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,050,064 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $16,086 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,111,332 |
Value of total assets at end of year | 2014-12-31 | $25,175,395 |
Value of total assets at beginning of year | 2014-12-31 | $23,768,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $80,598 |
Total interest from all sources | 2014-12-31 | $12,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $893,725 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $893,725 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,113,027 |
Participant contributions at end of year | 2014-12-31 | $334,509 |
Participant contributions at beginning of year | 2014-12-31 | $301,938 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $175,718 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $22,296 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $35,016 |
Other income not declared elsewhere | 2014-12-31 | $102,734 |
Administrative expenses (other) incurred | 2014-12-31 | $80,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,406,813 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $25,175,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,768,582 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $24,326,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $22,012,465 |
Interest on participant loans | 2014-12-31 | $12,680 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,010,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $337,971 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $95,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $822,587 |
Employer contributions (assets) at end of year | 2014-12-31 | $492,285 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $408,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,050,064 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2014-12-31 | 061009205 |
2013 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,824,140 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,001,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,905,495 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $37,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,843,939 |
Value of total assets at end of year | 2013-12-31 | $23,768,582 |
Value of total assets at beginning of year | 2013-12-31 | $20,945,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,585 |
Total interest from all sources | 2013-12-31 | $11,172 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $594,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $594,718 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,095,508 |
Participant contributions at end of year | 2013-12-31 | $301,938 |
Participant contributions at beginning of year | 2013-12-31 | $251,609 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $18,612 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $35,016 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $25,793 |
Other income not declared elsewhere | 2013-12-31 | $93,601 |
Administrative expenses (other) incurred | 2013-12-31 | $58,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,822,842 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,768,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,945,740 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $22,012,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $19,584,609 |
Interest on participant loans | 2013-12-31 | $11,172 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,010,167 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $748,726 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,030,428 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $250,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $729,819 |
Employer contributions (assets) at end of year | 2013-12-31 | $408,996 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $335,003 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,905,495 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2013-12-31 | 061009205 |
2012 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,194,752 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,928,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,880,191 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,681 |
Value of total corrective distributions | 2012-12-31 | $643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,111,865 |
Value of total assets at end of year | 2012-12-31 | $20,945,740 |
Value of total assets at beginning of year | 2012-12-31 | $19,679,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $38,670 |
Total interest from all sources | 2012-12-31 | $10,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $610,046 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $610,046 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,091,101 |
Participant contributions at end of year | 2012-12-31 | $251,609 |
Participant contributions at beginning of year | 2012-12-31 | $245,684 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $81,892 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $25,793 |
Other income not declared elsewhere | 2012-12-31 | $64,463 |
Administrative expenses (other) incurred | 2012-12-31 | $38,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,266,567 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,945,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,679,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $19,584,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,866,469 |
Interest on participant loans | 2012-12-31 | $10,092 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $748,726 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $567,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,291,298 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $106,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $938,872 |
Employer contributions (assets) at end of year | 2012-12-31 | $335,003 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,880,191 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLUM SHAPIRO & CO.PC |
Accountancy firm EIN | 2012-12-31 | 061009205 |
2011 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,224,719 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,240,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,231,120 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $9,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,770,055 |
Value of total assets at end of year | 2011-12-31 | $19,679,173 |
Value of total assets at beginning of year | 2011-12-31 | $20,694,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $11,884 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $537,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $537,544 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,155,843 |
Participant contributions at end of year | 2011-12-31 | $245,684 |
Participant contributions at beginning of year | 2011-12-31 | $265,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $67,709 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,015,675 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,679,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,694,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,866,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $19,749,654 |
Interest on participant loans | 2011-12-31 | $11,884 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $567,020 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $679,579 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,094,223 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $546,503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,231,120 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2011-12-31 | 061009205 |
2010 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,953,720 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,208,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,198,625 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $9,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,850,258 |
Value of total assets at end of year | 2010-12-31 | $20,694,848 |
Value of total assets at beginning of year | 2010-12-31 | $17,949,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $11,955 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $603,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $603,957 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,189,276 |
Participant contributions at end of year | 2010-12-31 | $265,615 |
Participant contributions at beginning of year | 2010-12-31 | $253,042 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $17,880 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,745,380 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,694,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,949,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $19,749,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,150,231 |
Interest on participant loans | 2010-12-31 | $11,955 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $679,579 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $546,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,387,306 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $100,244 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $643,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,198,625 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BLUM SHAPIRO & CO. PC |
Accountancy firm EIN | 2010-12-31 | 061009205 |
2009 : MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |