401k Plan data: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN plan

MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN
Plan identification number	001

MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARCH ASSOCIATES, ARCHITECTS & PLANNERS, PC has sponsored the creation of one or more 401k plans.

Company Name: MARCH ASSOCIATES, ARCHITECTS & PLANNERS, PC

Employer identification number (EIN): 264095012

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATTHEW LACEY 2024-02-28
001 2022-01-01 MATTHEW LACEY 2023-08-25
001 2021-01-01 MATTHEW LACEY 2022-09-06
001 2020-01-01 CHRISTOPHER CROLIUS 2021-06-15
001 2019-01-01 CHRISTOPHER CROLIUS 2020-08-05
001 2018-01-01 CHRISTOPHER CROLIUS 2019-07-24
001 2017-01-01 CHRISTOPHER CROLIUS 2018-06-27
001 2016-01-01 CHRISTOPHER CROLIUS 2017-07-13
001 2015-01-01 CHRISTOPHER CROLIUS 2016-06-15
001 2014-01-01 CHRISTOPHER CROLIUS 2015-08-03
001 2013-01-01 CHRISTOPHER CROLIUS 2014-06-10
001 2012-01-01 CHRISTOPHER CROLIUS
001 2011-01-01 CHRISTOPHER CROLIUS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MATTHEW LACEY	2024-02-28
001	2022-01-01	MATTHEW LACEY	2023-08-25
001	2021-01-01	MATTHEW LACEY	2022-09-06
001	2020-01-01	CHRISTOPHER CROLIUS	2021-06-15
001	2019-01-01	CHRISTOPHER CROLIUS	2020-08-05
001	2018-01-01	CHRISTOPHER CROLIUS	2019-07-24
001	2017-01-01	CHRISTOPHER CROLIUS	2018-06-27
001	2016-01-01	CHRISTOPHER CROLIUS	2017-07-13
001	2015-01-01	CHRISTOPHER CROLIUS	2016-06-15
001	2014-01-01	CHRISTOPHER CROLIUS	2015-08-03
001	2013-01-01	CHRISTOPHER CROLIUS	2014-06-10
001	2012-01-01	CHRISTOPHER CROLIUS
001	2011-01-01	CHRISTOPHER CROLIUS

Plan Statistics for MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN

Measure Date Value
2025: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-13 17
Total number of particpants at end of year 2025-06-13 19
Number of Participants With Account Balances 2025-06-13 19
2024: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-02-28 15
Total number of particpants at end of year 2024-02-28 17
Number of Participants With Account Balances 2024-02-28 16
2012: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2025: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-13	17
Total number of particpants at end of year	2025-06-13	19
Number of Participants With Account Balances	2025-06-13	19
2024: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-02-28	15
Total number of particpants at end of year	2024-02-28	17
Number of Participants With Account Balances	2024-02-28	16
2012: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2025 : MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-13	70296
Net assets as of the end of the plan year	2025-06-13	5463140
Total assets as of the beginning of the plan year	2025-06-13	4607448
Value of plan covered by a fidelity bond	2025-06-13	500000
Participant contributions to plan in this plan year	2025-06-13	68024
Other income to plan in this plan year	2025-06-13	730784
Plan net income in this plan year	2025-06-13	855692
Net assets as of the end of the plan year	2025-06-13	5463140
Net assets as of the beginning of the plan year	2025-06-13	4607448
Employer contributions to plan in this plan year	2025-06-13	127180
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-13	33852
2024 : MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-02-28	28045
Net assets as of the end of the plan year	2024-02-28	4607448
Total assets as of the beginning of the plan year	2024-02-28	3744451
Value of plan covered by a fidelity bond	2024-02-28	452000
Participant contributions to plan in this plan year	2024-02-28	58397
Other expenses paid from plan in this plan year	2024-02-28	28045
Other income to plan in this plan year	2024-02-28	714880
Plan net income in this plan year	2024-02-28	862997
Net assets as of the end of the plan year	2024-02-28	4607448
Net assets as of the beginning of the plan year	2024-02-28	3744451
Employer contributions to plan in this plan year	2024-02-28	117765
2012 : MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$314,706
Expenses. Total of all expenses incurred	2012-12-31	$1,191,989
Benefits paid (including direct rollovers)	2012-12-31	$1,178,790
Total plan assets at end of year	2012-12-31	$1,401,872
Total plan assets at beginning of year	2012-12-31	$2,279,155
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$20,976
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,199
Other income received	2012-12-31	$232,812
Net income (gross income less expenses)	2012-12-31	$-877,283
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,401,872
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,279,155
Total contributions received or receivable from employer(s)	2012-12-31	$60,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$104,508
Expenses. Total of all expenses incurred	2011-12-31	$403,679
Benefits paid (including direct rollovers)	2011-12-31	$381,316
Total plan assets at end of year	2011-12-31	$2,279,155
Total plan assets at beginning of year	2011-12-31	$2,578,326
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$21,037
Expenses. Other expenses not covered elsewhere	2011-12-31	$22,363
Other income received	2011-12-31	$22,020
Net income (gross income less expenses)	2011-12-31	$-299,171
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,279,155
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,578,326
Total contributions received or receivable from employer(s)	2011-12-31	$61,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$326,917
Expenses. Total of all expenses incurred	2010-12-31	$20,413
Total plan assets at end of year	2010-12-31	$2,578,326
Total plan assets at beginning of year	2010-12-31	$2,271,822
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$22,482
Expenses. Other expenses not covered elsewhere	2010-12-31	$20,413
Other income received	2010-12-31	$232,022
Net income (gross income less expenses)	2010-12-31	$306,504
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,578,326
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,271,822
Total contributions received or receivable from employer(s)	2010-12-31	$72,413

Form 5500 Responses for MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN

2012: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARCH ASSOCIATES EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARCH ASSOCIATES, ARCHITECTS & PLANNERS, PC
Employer identification number (EIN):	264095012
NAIC Classification:	541310
NAIC Description:	Architectural Services