MCCORMICK TAYLOR, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
401k plan membership statisitcs for MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-13,242,176 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,450,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,450,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,573,832 |
Value of total assets at end of year | 2022-12-31 | $64,241,461 |
Value of total assets at beginning of year | 2022-12-31 | $79,933,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $27,654 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,033,847 |
Participant contributions at end of year | 2022-12-31 | $599,928 |
Participant contributions at beginning of year | 2022-12-31 | $576,770 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $263,998 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-15,692,189 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $64,241,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $79,933,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $61,565,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $78,146,619 |
Interest on participant loans | 2022-12-31 | $27,654 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,075,830 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,210,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,843,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $275,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,450,013 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $13,419,264 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,575,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,574,821 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,193,986 |
Value of total assets at end of year | 2021-12-31 | $79,933,650 |
Value of total assets at beginning of year | 2021-12-31 | $73,089,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $32,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,852,411 |
Participant contributions at end of year | 2021-12-31 | $576,770 |
Participant contributions at beginning of year | 2021-12-31 | $657,374 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $209,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,844,056 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $79,933,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $73,089,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $78,146,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $70,282,895 |
Interest on participant loans | 2021-12-31 | $32,149 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,210,261 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,149,325 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,193,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $131,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,574,821 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $13,427,494 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,654,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,620,417 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $34,225 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,334,504 |
Value of total assets at end of year | 2020-12-31 | $73,089,594 |
Value of total assets at beginning of year | 2020-12-31 | $63,316,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $41,784 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,007,485 |
Participant contributions at end of year | 2020-12-31 | $657,374 |
Participant contributions at beginning of year | 2020-12-31 | $851,534 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $165,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $9,772,852 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $73,089,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $63,316,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $70,282,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $61,460,062 |
Interest on participant loans | 2020-12-31 | $41,784 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,149,325 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,005,146 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,051,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $161,292 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,620,417 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $822 |
Total income from all sources (including contributions) | 2019-12-31 | $15,802,972 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,544,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,523,105 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $21,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,641,341 |
Value of total assets at end of year | 2019-12-31 | $63,316,742 |
Value of total assets at beginning of year | 2019-12-31 | $53,058,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $41,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,990,429 |
Participant contributions at end of year | 2019-12-31 | $851,534 |
Participant contributions at beginning of year | 2019-12-31 | $850,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $92,430 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $10,258,777 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $63,316,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $53,057,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $61,460,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $51,170,605 |
Interest on participant loans | 2019-12-31 | $41,524 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,005,146 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,037,771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,120,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $558,482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,523,105 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $822 |
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 | $91,327 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,505,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,476,286 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $28,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,584,898 |
Value of total assets at end of year | 2018-12-31 | $53,058,787 |
Value of total assets at beginning of year | 2018-12-31 | $60,471,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $45,467 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,819,413 |
Participant contributions at end of year | 2018-12-31 | $850,411 |
Participant contributions at beginning of year | 2018-12-31 | $1,066,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $260,505 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,413,871 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $53,057,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $60,471,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $51,170,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $58,186,515 |
Interest on participant loans | 2018-12-31 | $45,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,037,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,218,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,539,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $504,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,476,286 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $14,057,982 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,745,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,745,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,846,251 |
Value of total assets at end of year | 2017-12-31 | $60,471,836 |
Value of total assets at beginning of year | 2017-12-31 | $51,158,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $42,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,737,300 |
Participant contributions at end of year | 2017-12-31 | $1,066,678 |
Participant contributions at beginning of year | 2017-12-31 | $881,424 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,643,330 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,312,859 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $60,471,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $51,158,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $58,186,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,670,151 |
Interest on participant loans | 2017-12-31 | $42,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,218,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,233,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,169,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $465,621 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $374,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,745,123 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $7,322,835 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,531,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,516,726 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $15,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,716,969 |
Value of total assets at end of year | 2016-12-31 | $51,158,977 |
Value of total assets at beginning of year | 2016-12-31 | $46,367,950 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $34,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,657,291 |
Participant contributions at end of year | 2016-12-31 | $881,424 |
Participant contributions at beginning of year | 2016-12-31 | $813,726 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $161,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,791,027 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $51,158,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $46,367,950 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $48,670,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $44,218,583 |
Interest on participant loans | 2016-12-31 | $34,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,233,005 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,335,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,571,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $898,367 |
Employer contributions (assets) at end of year | 2016-12-31 | $374,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,516,726 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,593,876 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,921,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,849,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,372,206 |
Value of total assets at end of year | 2015-12-31 | $46,367,950 |
Value of total assets at beginning of year | 2015-12-31 | $45,695,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $72,230 |
Total interest from all sources | 2015-12-31 | $30,384 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $72,230 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,593,781 |
Participant contributions at end of year | 2015-12-31 | $813,726 |
Participant contributions at beginning of year | 2015-12-31 | $631,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $271,860 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $672,323 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $46,367,950 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,695,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $44,218,583 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $43,763,223 |
Interest on participant loans | 2015-12-31 | $30,384 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,335,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,140,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $191,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $506,565 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $160,152 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,849,323 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,585 |
Total income from all sources (including contributions) | 2014-12-31 | $5,782,242 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,425,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,420,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,375,124 |
Value of total assets at end of year | 2014-12-31 | $45,695,627 |
Value of total assets at beginning of year | 2014-12-31 | $42,340,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,573 |
Total interest from all sources | 2014-12-31 | $27,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,381,812 |
Participant contributions at end of year | 2014-12-31 | $631,569 |
Participant contributions at beginning of year | 2014-12-31 | $556,523 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $421,370 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $298 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,356,486 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,695,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $42,339,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $43,763,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $39,980,349 |
Interest on participant loans | 2014-12-31 | $27,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,140,683 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,070,604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,380,056 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $571,942 |
Employer contributions (assets) at end of year | 2014-12-31 | $160,152 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $733,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,420,183 |
Contract administrator fees | 2014-12-31 | $5,573 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,287 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,585 |
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 | $10,509,405 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,671,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,644,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,313,975 |
Value of total assets at end of year | 2013-12-31 | $42,340,726 |
Value of total assets at beginning of year | 2013-12-31 | $33,501,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $27,763 |
Total interest from all sources | 2013-12-31 | $24,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,119,932 |
Participant contributions at end of year | 2013-12-31 | $556,523 |
Participant contributions at beginning of year | 2013-12-31 | $511,251 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $254,758 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $298 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,837,535 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $42,339,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $33,501,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $27,763 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $39,980,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $31,767,660 |
Interest on participant loans | 2013-12-31 | $24,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,070,604 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $949,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,171,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $939,285 |
Employer contributions (assets) at end of year | 2013-12-31 | $733,250 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $272,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,644,107 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,287 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,264,810 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,236,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,228,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,369,606 |
Value of total assets at end of year | 2012-12-31 | $33,501,606 |
Value of total assets at beginning of year | 2012-12-31 | $28,473,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,992 |
Total interest from all sources | 2012-12-31 | $25,473 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,986,039 |
Participant contributions at end of year | 2012-12-31 | $511,251 |
Participant contributions at beginning of year | 2012-12-31 | $560,225 |
Participant contributions at beginning of year | 2012-12-31 | $29,801 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $110,834 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,161 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,028,500 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $33,501,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,473,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $7,992 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $31,767,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,878,919 |
Interest on participant loans | 2012-12-31 | $25,473 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $949,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,869,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $272,733 |
Employer contributions (assets) at end of year | 2012-12-31 | $272,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,228,318 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,707,098 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,543,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,533,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,513,769 |
Value of total assets at end of year | 2011-12-31 | $28,473,106 |
Value of total assets at beginning of year | 2011-12-31 | $28,309,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,862 |
Total interest from all sources | 2011-12-31 | $28,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,063,252 |
Participant contributions at end of year | 2011-12-31 | $560,225 |
Participant contributions at beginning of year | 2011-12-31 | $609,620 |
Participant contributions at end of year | 2011-12-31 | $29,801 |
Participant contributions at beginning of year | 2011-12-31 | $30,387 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $207,358 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,161 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $7,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $164,042 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,473,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,309,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $9,862 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,878,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,654,122 |
Interest on participant loans | 2011-12-31 | $28,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-834,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $243,159 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,533,194 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LARSEN ALLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,904,010 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $738,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $731,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,636,804 |
Value of total assets at end of year | 2010-12-31 | $28,309,064 |
Value of total assets at beginning of year | 2010-12-31 | $23,143,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,219 |
Total interest from all sources | 2010-12-31 | $24,731 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $7,219 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,175,608 |
Participant contributions at end of year | 2010-12-31 | $609,620 |
Participant contributions at beginning of year | 2010-12-31 | $323,304 |
Participant contributions at end of year | 2010-12-31 | $30,387 |
Participant contributions at beginning of year | 2010-12-31 | $29,867 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,522 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,951 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,165,438 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,309,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,143,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,654,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,581,182 |
Interest on participant loans | 2010-12-31 | $24,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,242,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $441,674 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,984 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $206,653 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $731,353 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSON ALLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |