?>
Plan Name | MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MACKENZIE PARTNERS, INC. |
Employer identification number (EIN): | 133645268 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about MACKENZIE PARTNERS, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1995-09-07 |
Company Identification Number: | P95000068925 |
Legal Registered Office Address: |
343 ALMERIA AVENUE CORAL GABLES 33134 |
More information about MACKENZIE PARTNERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-05-01 |
Measure | Date | Value |
---|---|---|
2021: MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST 2021 401k membership | ||
Market value of plan assets | 2021-04-30 | 285,296 |
Acturial value of plan assets | 2021-04-30 | 285,296 |
Funding target for retired participants and beneficiaries receiving payment | 2021-04-30 | 0 |
Number of terminated vested participants | 2021-04-30 | 0 |
Fundng target for terminated vested participants | 2021-04-30 | 0 |
Active participant vested funding target | 2021-04-30 | 294,599 |
Number of active participants | 2021-04-30 | 2 |
Total funding liabilities for active participants | 2021-04-30 | 294,599 |
Total participant count | 2021-04-30 | 2 |
Total funding target for all participants | 2021-04-30 | 294,599 |
Balance at beginning of prior year after applicable adjustments | 2021-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-04-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-04-30 | 0 |
Amount remaining of carryover balance | 2021-04-30 | 0 |
Amount remaining of prefunding balance | 2021-04-30 | 0 |
Present value of excess contributions | 2021-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-04-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-04-30 | 0 |
Balance of carryovers at beginning of current year | 2021-04-30 | 0 |
Balance of prefunding at beginning of current year | 2021-04-30 | 0 |
Total employer contributions | 2021-04-30 | 285,296 |
Total employee contributions | 2021-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-04-30 | 285,296 |
Unpaid minimum required contributions for all prior years | 2021-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-04-30 | 280,560 |
Net shortfall amortization installment of oustanding balance | 2021-04-30 | 0 |
Waiver amortization installment | 2021-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-04-30 | 280,560 |
Additional cash requirement | 2021-04-30 | 280,560 |
Contributions allocatedtoward minimum required contributions for current year | 2021-04-30 | 285,296 |
Unpaid minimum required contributions for current year | 2021-04-30 | 0 |
Unpaid minimum required contributions for all years | 2021-04-30 | 0 |
2020: MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
Total of all active and inactive participants | 2020-05-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 0 |
Total participants | 2020-05-01 | 2 |
Number of participants with account balances | 2020-05-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-04-30 | $0 |
Total plan liabilities at end of year | 2021-04-30 | $0 |
Total plan liabilities at beginning of year | 2021-04-30 | $0 |
Total income from all sources | 2021-04-30 | $285,296 |
Expenses. Total of all expenses incurred | 2021-04-30 | $0 |
Benefits paid (including direct rollovers) | 2021-04-30 | $0 |
Total plan assets at end of year | 2021-04-30 | $285,296 |
Total plan assets at beginning of year | 2021-04-30 | $0 |
Total contributions received or receivable from participants | 2021-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-04-30 | $0 |
Other income received | 2021-04-30 | $0 |
Noncash contributions received | 2021-04-30 | $0 |
Net income (gross income less expenses) | 2021-04-30 | $285,296 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $285,296 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $285,296 |
Value of certain deemed distributions of participant loans | 2021-04-30 | $0 |
Value of corrective distributions | 2021-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
2020: MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses | ||
---|---|---|
2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | First time form 5500 has been submitted | Yes |
2020-05-01 | Submission has been amended | No |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Trust | Yes |
2020-05-01 | Plan benefit arrangement - Trust | Yes |