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MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN
Plan identification number 001

MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 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.
  • 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.

401k Sponsoring company profile

MASON-MCDUFFIE MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MASON-MCDUFFIE MORTGAGE CORPORATION
Employer identification number (EIN):202693054
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about MASON-MCDUFFIE MORTGAGE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0927497

More information about MASON-MCDUFFIE MORTGAGE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01LORI GEORGE
0012016-01-01ROSALINDA LOPEZ GARCIA
0012016-01-01
0012015-01-01ELSA AMARAL
0012015-01-01ELSA AMARAL
0012014-01-01ELSA AMARAL
0012013-01-01ELSA AMARAL
0012012-01-01ELSA AMARAL
0012011-01-01ELSA AMARAL
0012009-01-01MASON-MCDUFFIE MORTGAGE CORPOR

Plan Statistics for MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN

Measure Date Value
2022: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01248
Total number of active participants reported on line 7a of the Form 55002022-01-01227
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01272
Number of participants with account balances2022-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01247
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01203
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01228
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01182
Number of participants with account balances2018-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01222
Number of participants with account balances2017-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01217
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01204
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01187
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 participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01197
Number of participants with account balances2012-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01156
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01107
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN

Measure Date Value
2022 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-437,150
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$709,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$674,636
Expenses. Certain deemed distributions of participant loans2022-12-31$11,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,211,653
Value of total assets at end of year2022-12-31$9,602,586
Value of total assets at beginning of year2022-12-31$10,749,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,311
Total interest from all sources2022-12-31$11,581
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$324,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$324,650
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,176,357
Participant contributions at end of year2022-12-31$230,507
Participant contributions at beginning of year2022-12-31$203,453
Participant contributions at end of year2022-12-31$19,522
Participant contributions at beginning of year2022-12-31$49,735
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,296
Other income not declared elsewhere2022-12-31$311
Administrative expenses (other) incurred2022-12-31$23,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,146,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,602,586
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,749,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,352,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,496,250
Interest on participant loans2022-12-31$11,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,985,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$674,636
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2022-12-31264802175
2021 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,923,122
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,447,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,424,849
Expenses. Certain deemed distributions of participant loans2021-12-31$105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,578,616
Value of total assets at end of year2021-12-31$10,749,438
Value of total assets at beginning of year2021-12-31$9,273,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,076
Total interest from all sources2021-12-31$13,806
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,047,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,047,515
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,560,615
Participant contributions at end of year2021-12-31$203,453
Participant contributions at beginning of year2021-12-31$192,185
Participant contributions at end of year2021-12-31$49,735
Participant contributions at beginning of year2021-12-31$57,411
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,001
Administrative expenses (other) incurred2021-12-31$22,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,476,092
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,749,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,273,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,496,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,023,750
Interest on participant loans2021-12-31$13,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$283,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,424,849
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2021-12-31264802175
2020 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,483,093
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$612,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$590,087
Expenses. Certain deemed distributions of participant loans2020-12-31$3,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,361,584
Value of total assets at end of year2020-12-31$9,273,346
Value of total assets at beginning of year2020-12-31$7,402,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,334
Total interest from all sources2020-12-31$12,022
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$297,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$297,455
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,346,831
Participant contributions at end of year2020-12-31$192,185
Participant contributions at beginning of year2020-12-31$206,490
Participant contributions at end of year2020-12-31$57,411
Participant contributions at beginning of year2020-12-31$30,424
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,753
Administrative expenses (other) incurred2020-12-31$18,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,870,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,273,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,402,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,023,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,165,712
Interest on participant loans2020-12-31$12,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$812,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$590,087
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2020-12-31264802175
2019 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,098,379
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$150,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$129,667
Expenses. Certain deemed distributions of participant loans2019-12-31$1,788
Value of total corrective distributions2019-12-31$1,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$846,089
Value of total assets at end of year2019-12-31$7,402,626
Value of total assets at beginning of year2019-12-31$5,454,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,975
Total interest from all sources2019-12-31$8,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$295,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$295,216
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$844,160
Participant contributions at end of year2019-12-31$206,490
Participant contributions at beginning of year2019-12-31$114,481
Participant contributions at end of year2019-12-31$30,424
Participant contributions at beginning of year2019-12-31$21,675
Administrative expenses (other) incurred2019-12-31$16,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,948,237
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,402,626
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,454,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,165,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,318,233
Interest on participant loans2019-12-31$8,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$948,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$129,667
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2019-12-31264802175
2018 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$448,351
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$583,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$549,493
Expenses. Certain deemed distributions of participant loans2018-12-31$197
Value of total corrective distributions2018-12-31$17,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$802,567
Value of total assets at end of year2018-12-31$5,454,389
Value of total assets at beginning of year2018-12-31$5,589,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,347
Total interest from all sources2018-12-31$5,222
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$279,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$279,556
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$790,404
Participant contributions at end of year2018-12-31$114,481
Participant contributions at beginning of year2018-12-31$103,027
Participant contributions at end of year2018-12-31$21,675
Participant contributions at beginning of year2018-12-31$25,551
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,163
Administrative expenses (other) incurred2018-12-31$16,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-134,967
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,454,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,589,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,318,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,460,778
Interest on participant loans2018-12-31$5,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-638,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$549,493
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2018-12-31264802175
2017 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,815,472
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$96,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$81,282
Expenses. Certain deemed distributions of participant loans2017-12-31$190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,080,860
Value of total assets at end of year2017-12-31$5,589,356
Value of total assets at beginning of year2017-12-31$3,870,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,697
Total interest from all sources2017-12-31$4,989
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$160,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$160,752
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$388,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$734,818
Participant contributions at end of year2017-12-31$103,027
Participant contributions at beginning of year2017-12-31$116,358
Participant contributions at end of year2017-12-31$25,551
Participant contributions at beginning of year2017-12-31$24,932
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$346,041
Administrative expenses (other) incurred2017-12-31$14,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,719,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,589,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,870,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,460,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,726,904
Interest on participant loans2017-12-31$4,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$568,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1
Employer contributions (assets) at beginning of year2017-12-31$1,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,282
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2017-12-31264802175
2016 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,109,387
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$693,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$672,202
Expenses. Certain deemed distributions of participant loans2016-12-31$350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$794,424
Value of total assets at end of year2016-12-31$3,870,053
Value of total assets at beginning of year2016-12-31$3,453,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,679
Total interest from all sources2016-12-31$4,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$117,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$117,508
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$346,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$792,565
Participant contributions at end of year2016-12-31$116,358
Participant contributions at beginning of year2016-12-31$94,130
Participant contributions at end of year2016-12-31$24,932
Participant contributions at beginning of year2016-12-31$15,178
Other income not declared elsewhere2016-12-31$6,708
Administrative expenses (other) incurred2016-12-31$20,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$416,156
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,870,053
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,453,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,726,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,344,589
Interest on participant loans2016-12-31$4,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$185,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,859
Employer contributions (assets) at end of year2016-12-31$1,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$672,202
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2016-12-31264802175
2015 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$821,874
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$125,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$106,350
Expenses. Certain deemed distributions of participant loans2015-12-31$173
Value of total corrective distributions2015-12-31$7,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$867,955
Value of total assets at end of year2015-12-31$3,453,897
Value of total assets at beginning of year2015-12-31$2,757,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,289
Total interest from all sources2015-12-31$4,661
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$140,278
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$276,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$733,929
Participant contributions at end of year2015-12-31$94,130
Participant contributions at beginning of year2015-12-31$82,490
Participant contributions at end of year2015-12-31$15,178
Participant contributions at beginning of year2015-12-31$23,540
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$134,026
Administrative expenses (other) incurred2015-12-31$11,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$696,681
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,453,897
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,757,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,344,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,651,186
Interest on participant loans2015-12-31$4,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$106,350
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$7,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2015-12-31264802175
2014 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$725,960
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$157,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$142,684
Expenses. Certain deemed distributions of participant loans2014-12-31$4,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$512,451
Value of total assets at end of year2014-12-31$2,757,216
Value of total assets at beginning of year2014-12-31$2,188,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,755
Total interest from all sources2014-12-31$745
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$85,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$85,517
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$219,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$510,354
Participant contributions at end of year2014-12-31$82,490
Participant contributions at beginning of year2014-12-31$45,631
Participant contributions at end of year2014-12-31$23,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,097
Administrative expenses (other) incurred2014-12-31$10,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$568,455
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,757,216
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,188,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,651,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,142,950
Interest on participant loans2014-12-31$745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$127,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$142,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2014-12-31264802175
2013 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,081,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$180,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,302
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$772,747
Value of total assets at end of year2013-12-31$2,188,761
Value of total assets at beginning of year2013-12-31$1,288,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,575
Total interest from all sources2013-12-31$1,443
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$60,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$60,787
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$493,443
Participant contributions at end of year2013-12-31$45,631
Participant contributions at beginning of year2013-12-31$43,107
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$279,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$816
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$900,711
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,188,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,288,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$6,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,142,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,129,033
Interest on participant loans2013-12-31$1,443
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$115,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$115,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$246,611
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,302
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$860
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2013-12-31264802175
2012 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$569,026
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$56,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$47,844
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$7,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$472,988
Value of total assets at end of year2012-12-31$1,288,050
Value of total assets at beginning of year2012-12-31$775,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,315
Total interest from all sources2012-12-31$2,296
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,643
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$453,900
Participant contributions at end of year2012-12-31$43,107
Participant contributions at beginning of year2012-12-31$43,412
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$1,315
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$512,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,288,050
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$775,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,129,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$629,687
Interest on participant loans2012-12-31$2,296
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$115,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$102,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$102,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$74,099
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,844
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SPIEGEL ACCOUNTANCY CORP.
Accountancy firm EIN2012-12-31264802175
2011 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$221,872
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,128
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$230,928
Value of total assets at end of year2011-12-31$775,952
Value of total assets at beginning of year2011-12-31$594,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,461
Total interest from all sources2011-12-31$1,881
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$24,397
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$230,928
Participant contributions at end of year2011-12-31$43,412
Participant contributions at beginning of year2011-12-31$35,508
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,461
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$181,283
Value of net assets at end of year (total assets less liabilities)2011-12-31$775,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$594,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$629,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$474,339
Interest on participant loans2011-12-31$1,881
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$102,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$84,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$84,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,334
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,128
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SPIEGEL ACCOUNTANCY CORP
Accountancy firm EIN2011-12-31264802175
2010 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$275,931
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,212
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$224,341
Value of total assets at end of year2010-12-31$594,669
Value of total assets at beginning of year2010-12-31$336,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,099
Total interest from all sources2010-12-31$820
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,582
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$191,351
Participant contributions at end of year2010-12-31$35,508
Participant contributions at beginning of year2010-12-31$6,010
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,099
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$258,620
Value of net assets at end of year (total assets less liabilities)2010-12-31$594,669
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$336,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$474,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$280,648
Interest on participant loans2010-12-31$820
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$84,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$42,188
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,212
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SPIEGEL ACCOUNTANCY GROUP
Accountancy firm EIN2010-12-31264802175
2009 : MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN

2022: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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