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MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

MH EQUITY SERVICES LLC 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MH EQUITY SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:MH EQUITY SERVICES LLC
Employer identification number (EIN):204964985
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01CHRISTINE FESSETT2018-07-26
0022016-01-01CHRISTINE FESSETT
0022015-01-01CHRISTINE FESSETT
0022014-01-01CHRISTINE FESSETT
0022013-01-01CHRISTINE FESSETT
0022012-01-01CHRISTINE FESSETT
0022011-01-01CHRISTINE FESSETT
0022009-01-01CHRISTINE FESSETT

Plan Statistics for MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-0148
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0198
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01155
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01169
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01221
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$798,845
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,276,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,274,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$398,400
Value of total assets at end of year2016-12-31$6,792,932
Value of total assets at beginning of year2016-12-31$7,270,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,056
Total interest from all sources2016-12-31$5,122
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$195,790
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$195,790
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$279,049
Participant contributions at end of year2016-12-31$139,150
Participant contributions at beginning of year2016-12-31$123,120
Administrative expenses (other) incurred2016-12-31$2,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-477,855
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,792,932
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,270,787
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$5,713,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,013,483
Interest on participant loans2016-12-31$5,122
Value of interest in common/collective trusts at end of year2016-12-31$940,585
Value of interest in common/collective trusts at beginning of year2016-12-31$1,134,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$190,808
Net investment gain or loss from common/collective trusts2016-12-31$8,725
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$119,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,274,644
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 name2016-12-31FGMK, LLC
Accountancy firm EIN2016-12-31362929601
2015 : MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$571,212
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,091,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,082,930
Value of total corrective distributions2015-12-31$6,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$415,265
Value of total assets at end of year2015-12-31$7,270,787
Value of total assets at beginning of year2015-12-31$7,791,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,486
Total interest from all sources2015-12-31$6,663
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$380,207
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$380,207
Administrative expenses professional fees incurred2015-12-31$2,486
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$353,024
Participant contributions at end of year2015-12-31$123,120
Participant contributions at beginning of year2015-12-31$174,916
Other income not declared elsewhere2015-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-520,621
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,270,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,791,408
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$6,013,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,542,567
Interest on participant loans2015-12-31$6,663
Value of interest in common/collective trusts at end of year2015-12-31$1,134,184
Value of interest in common/collective trusts at beginning of year2015-12-31$1,073,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,531
Net investment gain or loss from common/collective trusts2015-12-31$8,568
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
Contributions received in cash from employer2015-12-31$62,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,082,930
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
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 name2015-12-31FGMK, LLC
Accountancy firm EIN2015-12-31362929601
2014 : MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,073,648
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,010,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,009,021
Value of total corrective distributions2014-12-31$54
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$603,873
Value of total assets at end of year2014-12-31$7,791,408
Value of total assets at beginning of year2014-12-31$7,727,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,159
Total interest from all sources2014-12-31$7,166
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$431,045
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$431,045
Administrative expenses professional fees incurred2014-12-31$1,159
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$405,453
Participant contributions at end of year2014-12-31$174,916
Participant contributions at beginning of year2014-12-31$184,491
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$91,371
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$63,414
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,791,408
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,727,994
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$6,542,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,610,645
Interest on participant loans2014-12-31$7,166
Value of interest in common/collective trusts at end of year2014-12-31$1,073,925
Value of interest in common/collective trusts at beginning of year2014-12-31$932,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,747
Net investment gain or loss from common/collective trusts2014-12-31$3,817
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
Contributions received in cash from employer2014-12-31$107,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,009,021
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 name2014-12-31FGMK,LLC
Accountancy firm EIN2014-12-31362929601
2013 : MH EQUITY SERVICES LLC 401(K) 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$1,999,781
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,159,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,149,831
Value of total corrective distributions2013-12-31$9,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$550,157
Value of total assets at end of year2013-12-31$7,727,994
Value of total assets at beginning of year2013-12-31$6,887,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$6,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$155,773
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$155,773
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$437,428
Participant contributions at end of year2013-12-31$184,491
Participant contributions at beginning of year2013-12-31$164,628
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$840,058
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,727,994
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,887,936
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,610,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,886,786
Interest on participant loans2013-12-31$6,349
Value of interest in common/collective trusts at end of year2013-12-31$932,858
Value of interest in common/collective trusts at beginning of year2013-12-31$836,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,285,592
Net investment gain or loss from common/collective trusts2013-12-31$1,910
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,149,831
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF AND COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : MH EQUITY SERVICES LLC 401(K) 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$1,420,228
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$755,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$743,914
Value of total corrective distributions2012-12-31$11,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$622,971
Value of total assets at end of year2012-12-31$6,887,936
Value of total assets at beginning of year2012-12-31$6,223,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$8,456
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$106,192
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$106,192
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$493,891
Participant contributions at end of year2012-12-31$164,628
Participant contributions at beginning of year2012-12-31$200,804
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,149
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$664,791
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,887,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,223,145
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,886,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,310,163
Interest on participant loans2012-12-31$8,456
Value of interest in common/collective trusts at end of year2012-12-31$836,522
Value of interest in common/collective trusts at beginning of year2012-12-31$712,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$679,910
Net investment gain or loss from common/collective trusts2012-12-31$2,699
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
Contributions received in cash from employer2012-12-31$127,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$743,914
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF AND COMPANY LLP
Accountancy firm EIN2012-12-31362985665
2011 : MH EQUITY SERVICES LLC 401(K) 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$477,539
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$711,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$710,985
Value of total corrective distributions2011-12-31$741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$763,837
Value of total assets at end of year2011-12-31$6,223,145
Value of total assets at beginning of year2011-12-31$6,457,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$7,541
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$98,208
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$98,208
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$552,896
Participant contributions at end of year2011-12-31$200,804
Participant contributions at beginning of year2011-12-31$141,069
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-234,187
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,223,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,457,332
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,310,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,612,492
Interest on participant loans2011-12-31$7,541
Value of interest in common/collective trusts at end of year2011-12-31$712,178
Value of interest in common/collective trusts at beginning of year2011-12-31$703,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-392,948
Net investment gain or loss from common/collective trusts2011-12-31$901
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
Contributions received in cash from employer2011-12-31$150,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$710,985
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY, LLP
Accountancy firm EIN2011-12-31362985665
2010 : MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,436,587
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,012,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$991,077
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$21,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$725,607
Value of total assets at end of year2010-12-31$6,457,332
Value of total assets at beginning of year2010-12-31$6,033,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$553
Total interest from all sources2010-12-31$8,211
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$553
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$550,662
Participant contributions at end of year2010-12-31$141,069
Participant contributions at beginning of year2010-12-31$151,813
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$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$423,792
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,457,332
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,033,540
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,612,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,146,240
Interest on participant loans2010-12-31$8,211
Value of interest in common/collective trusts at end of year2010-12-31$703,771
Value of interest in common/collective trusts at beginning of year2010-12-31$735,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$701,025
Net investment gain or loss from common/collective trusts2010-12-31$1,744
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
Contributions received in cash from employer2010-12-31$157,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$991,077
Contract administrator fees2010-12-31$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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCDONALD, DOHERTY, & CO., CPA PC
Accountancy firm EIN2010-12-31363608693
2009 : MH EQUITY SERVICES LLC 401(K) 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

Form 5500 Responses for MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN

2016: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: MH EQUITY SERVICES LLC 401(K) 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: MH EQUITY SERVICES LLC 401(K) 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: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: MH EQUITY SERVICES LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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: MH EQUITY SERVICES LLC 401(K) 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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