?>
Logo

MVT 401(K) PLAN 401k Plan overview

Plan NameMVT 401(K) PLAN
Plan identification number 001

MVT 401(K) 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

MVT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:MVT SERVICES, LLC
Employer identification number (EIN):261875366
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about MVT SERVICES, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1994-04-01
Company Identification Number: 0010665506
Legal Registered Office Address: 3590 W PICACHO AVE ATTN: RAUL GARCIA

LAS CRUCES
United States of America (USA)
88007

More information about MVT SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MVT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01GREG GINGER GREG GINGER2017-10-13
0012015-01-01DEAN RIGG GREG GINGER
0012015-01-01GREG GINGER GREG GINGER2016-10-17
0012014-01-01LUIS GARCIA LUIS GARCIA2015-08-27
0012013-01-01LUIS GARCIA LUIS GARCIA2014-11-14
0012012-01-01LUIS GARCIA LUIS GARCIA2013-10-15
0012011-01-01LUIS GARCIA ROYAL JONES2012-10-15
0012009-01-01LUIS GARCIA LUIS GARCIA2010-10-13

Plan Statistics for MVT 401(K) PLAN

401k plan membership statisitcs for MVT 401(K) PLAN

Measure Date Value
2016: MVT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,373
Total number of active participants reported on line 7a of the Form 55002016-01-011,149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,230
Number of participants with account balances2016-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: MVT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,350
Total number of active participants reported on line 7a of the Form 55002015-01-011,219
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,283
Number of participants with account balances2015-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: MVT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,151
Total number of active participants reported on line 7a of the Form 55002014-01-011,214
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,272
Number of participants with account balances2014-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: MVT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,015
Total number of active participants reported on line 7a of the Form 55002013-01-011,106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,151
Number of participants with account balances2013-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: MVT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,546
Total number of active participants reported on line 7a of the Form 55002012-01-01978
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,015
Number of participants with account balances2012-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MVT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,477
Total number of active participants reported on line 7a of the Form 55002011-01-011,517
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,546
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: MVT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,124
Total number of active participants reported on line 7a of the Form 55002009-01-011,145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,169
Number of participants with account balances2009-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on MVT 401(K) PLAN

Measure Date Value
2016 : MVT 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,008,157
Total of all expenses incurred2016-12-31$647,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$637,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,542,311
Value of total assets at end of year2016-12-31$8,332,114
Value of total assets at beginning of year2016-12-31$6,971,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,838
Total interest from all sources2016-12-31$18,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$949,425
Participant contributions at end of year2016-12-31$510,651
Participant contributions at beginning of year2016-12-31$414,774
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,605
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$58,330
Total non interest bearing cash at end of year2016-12-31$50,849
Total non interest bearing cash at beginning of year2016-12-31$28,550
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$1,360,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,332,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,971,229
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
Investment advisory and management fees2016-12-31$2,188
Value of interest in pooled separate accounts at end of year2016-12-31$7,770,614
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,527,850
Interest on participant loans2016-12-31$18,941
Net investment gain/loss from pooled separate accounts2016-12-31$446,905
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$375,281
Employer contributions (assets) at beginning of year2016-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$579,104
Contract administrator fees2016-12-31$7,650
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 name2016-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2016-12-31850366848
2015 : MVT 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$997,802
Total of all expenses incurred2015-12-31$673,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$665,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,100,923
Value of total assets at end of year2015-12-31$6,971,229
Value of total assets at beginning of year2015-12-31$6,647,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,946
Total interest from all sources2015-12-31$16,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$788,580
Participant contributions at end of year2015-12-31$414,774
Participant contributions at beginning of year2015-12-31$370,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$84,606
Total non interest bearing cash at end of year2015-12-31$28,550
Total non interest bearing cash at beginning of year2015-12-31$18,089
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$323,822
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,971,229
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,647,407
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
Investment advisory and management fees2015-12-31$2,046
Value of interest in pooled separate accounts at end of year2015-12-31$6,527,850
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,258,986
Interest on participant loans2015-12-31$16,742
Net investment gain/loss from pooled separate accounts2015-12-31$-119,863
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$312,343
Employer contributions (assets) at end of year2015-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$580,428
Contract administrator fees2015-12-31$6,900
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 name2015-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2015-12-31850366848
2014 : MVT 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,401,464
Total of all expenses incurred2014-12-31$399,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$393,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,100,977
Value of total assets at end of year2014-12-31$6,647,407
Value of total assets at beginning of year2014-12-31$5,645,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,710
Total interest from all sources2014-12-31$16,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$764,542
Participant contributions at end of year2014-12-31$370,332
Participant contributions at beginning of year2014-12-31$444,022
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$93,700
Administrative expenses (other) incurred2014-12-31$134
Total non interest bearing cash at end of year2014-12-31$18,089
Total non interest bearing cash at beginning of year2014-12-31$17,851
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$1,001,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,647,407
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,645,906
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
Investment advisory and management fees2014-12-31$2,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,258,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,184,033
Interest on participant loans2014-12-31$16,846
Net investment gain/loss from pooled separate accounts2014-12-31$283,641
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$309,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$299,553
Contract administrator fees2014-12-31$4,510
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 name2014-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2014-12-31850366848
2013 : MVT 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$93,700
Total income from all sources (including contributions)2013-12-31$1,481,934
Total of all expenses incurred2013-12-31$799,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$790,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$964,444
Value of total assets at end of year2013-12-31$5,645,906
Value of total assets at beginning of year2013-12-31$4,869,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,339
Total interest from all sources2013-12-31$15,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$669,767
Participant contributions at end of year2013-12-31$444,022
Participant contributions at beginning of year2013-12-31$198,619
Participant contributions at beginning of year2013-12-31$5,617
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$93,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$93,700
Administrative expenses (other) incurred2013-12-31$385
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$682,747
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,552,206
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,869,459
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
Investment advisory and management fees2013-12-31$1,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,184,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,644,943
Interest on participant loans2013-12-31$15,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,236
Net investment gain/loss from pooled separate accounts2013-12-31$502,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$270,750
Employer contributions (assets) at beginning of year2013-12-31$2,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$697,148
Contract administrator fees2013-12-31$6,045
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 name2013-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2013-12-31850366848
2012 : MVT 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$445,703
Total unrealized appreciation/depreciation of assets2012-12-31$445,703
Total income from all sources (including contributions)2012-12-31$1,329,746
Total of all expenses incurred2012-12-31$516,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$509,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$859,198
Value of total assets at end of year2012-12-31$4,869,459
Value of total assets at beginning of year2012-12-31$4,056,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,794
Total interest from all sources2012-12-31$24,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$616,764
Participant contributions at end of year2012-12-31$198,619
Participant contributions at beginning of year2012-12-31$221,013
Participant contributions at end of year2012-12-31$5,617
Participant contributions at beginning of year2012-12-31$10,025
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$47,576
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
Income. Non cash contributions2012-12-31$1,565
Value of net income/loss2012-12-31$812,774
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,869,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,056,685
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
Investment advisory and management fees2012-12-31$7,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,644,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,722,497
Interest earned on other investments2012-12-31$12,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,099,227
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$240,869
Employer contributions (assets) at end of year2012-12-31$2,044
Employer contributions (assets) at beginning of year2012-12-31$3,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$461,602
Contract administrator fees2012-12-31$465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2012-12-31850366848
2011 : MVT 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$790,131
Total of all expenses incurred2011-12-31$577,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$532,903
Value of total corrective distributions2011-12-31$43,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$845,883
Value of total assets at end of year2011-12-31$4,056,685
Value of total assets at beginning of year2011-12-31$3,844,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,702
Total interest from all sources2011-12-31$46,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$597,111
Participant contributions at end of year2011-12-31$221,013
Participant contributions at beginning of year2011-12-31$203,443
Participant contributions at end of year2011-12-31$10,025
Participant contributions at beginning of year2011-12-31$3,128
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,328
Administrative expenses (other) incurred2011-12-31$1,702
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$212,224
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,056,685
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,844,461
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$2,722,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,764,758
Interest on participant loans2011-12-31$15,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,099,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$871,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-102,166
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$232,444
Employer contributions (assets) at end of year2011-12-31$3,923
Employer contributions (assets) at beginning of year2011-12-31$1,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$532,903
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 name2011-12-31BEASLEY MITCHELL & CO, LLP
Accountancy firm EIN2011-12-31850366848
2010 : MVT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,031,899
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$276,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$213,499
Value of total corrective distributions2010-12-31$61,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$711,741
Value of total assets at end of year2010-12-31$3,844,461
Value of total assets at beginning of year2010-12-31$3,088,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,550
Total interest from all sources2010-12-31$54,037
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
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$514,229
Participant contributions at end of year2010-12-31$203,443
Participant contributions at beginning of year2010-12-31$176,169
Participant contributions at end of year2010-12-31$3,128
Participant contributions at beginning of year2010-12-31$20,709
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,344
Administrative expenses (other) incurred2010-12-31$1,550
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$755,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,844,461
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,088,811
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,764,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,877,872
Interest on participant loans2010-12-31$15,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$871,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,011,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$266,121
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$193,168
Employer contributions (assets) at end of year2010-12-31$1,220
Employer contributions (assets) at beginning of year2010-12-31$2,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$213,499
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : MVT 401(K) 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 MVT 401(K) PLAN

2016: MVT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MVT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MVT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MVT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MVT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MVT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MVT 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107713
Policy instance 1
Insurance contract or identification number107713
Number of Individuals Covered364
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,746
Total amount of fees paid to insurance companyUSD $7,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,746
Additional information about fees paid to insurance brokerBROKER/ADVISOR
Insurance broker organization code?3
Amount paid for insurance broker fees7175
Insurance broker nameSUNBURST PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107713
Policy instance 1
Insurance contract or identification number107713
Number of Individuals Covered334
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,216
Total amount of fees paid to insurance companyUSD $7,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,216
Insurance broker organization code?3
Amount paid for insurance broker fees7297
Insurance broker nameSUNBURST PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107713
Policy instance 1
Insurance contract or identification number107713
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,119
Total amount of fees paid to insurance companyUSD $6,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,119
Insurance broker organization code?3
Amount paid for insurance broker fees6045
Insurance broker nameSUNBURST PENSION SERVICES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG34101
Policy instance 1
Insurance contract or identification numberG34101
Insurance policy start date2012-01-01
Insurance policy end date2012-11-05
Total amount of commissions paid to insurance brokerUSD $8,703
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,703
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLIFE SECURITIES CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107713
Policy instance 2
Insurance contract or identification number107713
Number of Individuals Covered245
Insurance policy start date2012-11-05
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,897
Total amount of fees paid to insurance companyUSD $445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,897
Amount paid for insurance broker fees445
Insurance broker organization code?5
Insurance broker nameSUNBURST PENSION SERVICES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG34101
Policy instance 1
Insurance contract or identification numberG34101
Number of Individuals Covered245
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,416
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG34101
Policy instance 1
Insurance contract or identification numberG34101
Number of Individuals Covered237
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3