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MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 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

MAHONEY'S ROCKY LEDGE LLC has sponsored the creation of one or more 401k plans.

Company Name:MAHONEY'S ROCKY LEDGE LLC
Employer identification number (EIN):274641829
NAIC Classification:111400
NAIC Description:Greenhouse, Nursery, and Floriculture Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN HUGHES2023-12-19 BRIAN HUGHES2023-12-19
0012021-01-01
0012021-01-01BRIAN HUGHES2023-03-23 BRIAN HUGHES2023-03-23
0012020-01-01JOE FILLO2021-09-22 JOE FILLO2021-09-22
0012019-01-01JOE FILLO2020-10-14 JOE FILLO2020-10-14
0012018-01-01JOE FILLO2019-10-08 JOE FILLO2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01JOE FILLO

Plan Statistics for MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01215
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01202
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01228
Total participants2021-01-01228
Number of participants with account balances2021-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01195
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-802,461
Total of all expenses incurred2022-12-31$146,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$105,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$452,070
Value of total assets at end of year2022-12-31$6,804,868
Value of total assets at beginning of year2022-12-31$7,753,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,550
Total interest from all sources2022-12-31$952
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$105,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$105,212
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$381,561
Participant contributions at end of year2022-12-31$13,057
Participant contributions at beginning of year2022-12-31$24,647
Participant contributions at end of year2022-12-31$36
Participant contributions at beginning of year2022-12-31$1,468
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-948,996
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,804,868
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,753,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,559,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,945,009
Interest on participant loans2022-12-31$952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,176,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$738,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,360,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$59,258
Employer contributions (assets) at end of year2022-12-31$55,462
Employer contributions (assets) at beginning of year2022-12-31$44,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$105,985
Contract administrator fees2022-12-31$40,550
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$721
Total income from all sources (including contributions)2021-12-31$1,263,372
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$268,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$225,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$371,011
Value of total assets at end of year2021-12-31$7,753,864
Value of total assets at beginning of year2021-12-31$6,760,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,135
Total interest from all sources2021-12-31$815
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$326,897
Participant contributions at end of year2021-12-31$24,647
Participant contributions at beginning of year2021-12-31$17,288
Participant contributions at end of year2021-12-31$1,468
Participant contributions at beginning of year2021-12-31$1,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$721
Other income not declared elsewhere2021-12-31$759
Total non interest bearing cash at beginning of year2021-12-31$2,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$994,570
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,753,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,759,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,683,636
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,694,502
Interest on participant loans2021-12-31$815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$890,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,114
Employer contributions (assets) at end of year2021-12-31$44,113
Employer contributions (assets) at beginning of year2021-12-31$44,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$225,667
Contract administrator fees2021-12-31$43,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,718
Total income from all sources (including contributions)2020-12-31$1,248,183
Total of all expenses incurred2020-12-31$283,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$174,593
Expenses. Certain deemed distributions of participant loans2020-12-31$53,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$327,470
Value of total assets at end of year2020-12-31$6,760,015
Value of total assets at beginning of year2020-12-31$5,801,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,345
Total interest from all sources2020-12-31$4,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$282,718
Participant contributions at end of year2020-12-31$17,288
Participant contributions at beginning of year2020-12-31$76,316
Participant contributions at end of year2020-12-31$1,438
Participant contributions at beginning of year2020-12-31$63
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,718
Total non interest bearing cash at end of year2020-12-31$2,406
Total non interest bearing cash at beginning of year2020-12-31$2,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$964,467
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,759,294
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,794,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,694,502
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,682,092
Interest on participant loans2020-12-31$4,616
Net investment gain/loss from pooled separate accounts2020-12-31$916,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,381
Employer contributions (assets) at end of year2020-12-31$44,381
Employer contributions (assets) at beginning of year2020-12-31$40,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$174,593
Contract administrator fees2020-12-31$55,345
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RA HALL & COMPANY LLC
Accountancy firm EIN2020-12-31042578039
2019 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,904,711
Total income from all sources (including contributions)2019-12-31$1,904,711
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$229,423
Total of all expenses incurred2019-12-31$229,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$964,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$964,267
Value of total assets at end of year2019-12-31$5,801,545
Value of total assets at end of year2019-12-31$5,801,545
Value of total assets at beginning of year2019-12-31$4,119,539
Value of total assets at beginning of year2019-12-31$4,119,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,603
Total interest from all sources2019-12-31$2,254
Total interest from all sources2019-12-31$2,254
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$246,470
Contributions received from participants2019-12-31$246,470
Participant contributions at end of year2019-12-31$76,316
Participant contributions at end of year2019-12-31$76,316
Participant contributions at beginning of year2019-12-31$36,304
Participant contributions at end of year2019-12-31$63
Participant contributions at end of year2019-12-31$63
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$677,125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$677,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,718
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,402
Total non interest bearing cash at end of year2019-12-31$2,402
Total non interest bearing cash at beginning of year2019-12-31$2,250
Total non interest bearing cash at beginning of year2019-12-31$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,675,288
Value of net income/loss2019-12-31$1,675,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,794,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,794,827
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,119,539
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,119,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,682,092
Value of interest in pooled separate accounts at end of year2019-12-31$5,682,092
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,045,164
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,045,164
Interest on participant loans2019-12-31$2,254
Interest on participant loans2019-12-31$2,254
Net investment gain/loss from pooled separate accounts2019-12-31$938,190
Net investment gain/loss from pooled separate accounts2019-12-31$938,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$40,672
Contributions received in cash from employer2019-12-31$40,672
Employer contributions (assets) at end of year2019-12-31$40,672
Employer contributions (assets) at end of year2019-12-31$40,672
Employer contributions (assets) at beginning of year2019-12-31$35,821
Employer contributions (assets) at beginning of year2019-12-31$35,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,820
Contract administrator fees2019-12-31$49,603
Contract administrator fees2019-12-31$49,603
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RA HALL & COMPANY LLC
Accountancy firm name2019-12-31RA HALL & COMPANY LLC
Accountancy firm EIN2019-12-31042578039
Accountancy firm EIN2019-12-31042578039
2018 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-5,908
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$94,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$51,697
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$253,942
Value of total assets at end of year2018-12-31$4,119,539
Value of total assets at beginning of year2018-12-31$4,219,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,346
Total interest from all sources2018-12-31$4,385
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$218,120
Participant contributions at end of year2018-12-31$36,304
Participant contributions at beginning of year2018-12-31$51,760
Participant contributions at beginning of year2018-12-31$9,952
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$2,250
Total non interest bearing cash at beginning of year2018-12-31$2,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-99,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,119,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,219,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,045,164
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,121,152
Interest on participant loans2018-12-31$2,331
Interest earned on other investments2018-12-31$2,054
Net investment gain/loss from pooled separate accounts2018-12-31$-264,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$35,822
Employer contributions (assets) at end of year2018-12-31$35,821
Employer contributions (assets) at beginning of year2018-12-31$34,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$51,697
Contract administrator fees2018-12-31$42,346
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RA HALL & COMPANY LLC
Accountancy firm EIN2018-12-31042578039
2017 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$880,627
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$563,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$529,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$242,783
Value of total assets at end of year2017-12-31$4,219,490
Value of total assets at beginning of year2017-12-31$3,902,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,504
Total interest from all sources2017-12-31$1,913
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$208,194
Participant contributions at end of year2017-12-31$51,761
Participant contributions at beginning of year2017-12-31$37,548
Participant contributions at end of year2017-12-31$9,952
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$2,037
Total non interest bearing cash at beginning of year2017-12-31$2,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$316,840
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,219,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,902,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,121,152
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,828,099
Interest on participant loans2017-12-31$1,586
Interest earned on other investments2017-12-31$327
Net investment gain/loss from pooled separate accounts2017-12-31$635,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$34,589
Employer contributions (assets) at end of year2017-12-31$34,588
Employer contributions (assets) at beginning of year2017-12-31$34,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$529,283
Contract administrator fees2017-12-31$34,504
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RA HALL AND COMPANY LLC
Accountancy firm EIN2017-12-31042578039
2016 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$490,415
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$240,020
Value of total assets at end of year2016-12-31$3,902,650
Value of total assets at beginning of year2016-12-31$3,420,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$991
Total interest from all sources2016-12-31$2,535
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 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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$205,300
Participant contributions at end of year2016-12-31$37,548
Participant contributions at beginning of year2016-12-31$39,221
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$2,283
Total non interest bearing cash at beginning of year2016-12-31$2,037
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$481,676
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,902,650
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,420,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,828,099
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,345,940
Interest on participant loans2016-12-31$1,604
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$931
Net investment gain/loss from pooled separate accounts2016-12-31$247,860
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$34,720
Employer contributions (assets) at end of year2016-12-31$34,720
Employer contributions (assets) at beginning of year2016-12-31$33,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,748
Contract administrator fees2016-12-31$991
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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 name2016-12-31RA HALL AND COMPANY LLC
Accountancy firm EIN2016-12-31042578039
2015 : MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$201,989
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$79,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$77,185
Expenses. Certain deemed distributions of participant loans2015-12-31$1,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$253,791
Value of total assets at end of year2015-12-31$3,418,937
Value of total assets at beginning of year2015-12-31$3,296,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$957
Total interest from all sources2015-12-31$1,689
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 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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$222,052
Participant contributions at end of year2015-12-31$39,221
Participant contributions at beginning of year2015-12-31$46,438
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$122,684
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,418,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,296,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,347,977
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,249,815
Interest on participant loans2015-12-31$1,689
Net investment gain/loss from pooled separate accounts2015-12-31$-53,491
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$31,739
Employer contributions (assets) at end of year2015-12-31$31,739
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,185
Contract administrator fees2015-12-31$957
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 name2015-12-31RA HALL AND COMPANY LLC
Accountancy firm EIN2015-12-31042578039

Form 5500 Responses for MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST

2022: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAHONEY'S GARDEN CENTERS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberMA57P2
Policy instance 1
Insurance contract or identification numberMA57P2
Number of Individuals Covered215
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 1
Insurance contract or identification number109475
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-12
Total amount of commissions paid to insurance brokerUSD $10,260
Total amount of fees paid to insurance companyUSD $2,838
Are there contracts with allocated funds for individual policies?0
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 Administration1
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?No
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
Amount paid for insurance broker fees2838
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,260
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberMA57P2
Policy instance 1
Insurance contract or identification numberMA57P2
Number of Individuals Covered7
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 2
Insurance contract or identification number109475
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-12
Total amount of commissions paid to insurance brokerUSD $12,011
Total amount of fees paid to insurance companyUSD $1,086
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $10,260
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1086
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 1
Insurance contract or identification number109475
Number of Individuals Covered82
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,591
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $14,105
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 1
Insurance contract or identification number109475
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,527
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $12,296
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 1
Insurance contract or identification number109475
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,022
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $10,068
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109475
Policy instance 1
Insurance contract or identification number109475
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,109
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $10,068
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameCOMPASS RETIREMENT CONSULTING GROUP

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