MARCUS S. METZLER, JR. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2019 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $109,183 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $264,582 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $211,164 |
| Total plan assets at end of year | 2019-12-31 | $2,103,620 |
| Total plan assets at beginning of year | 2019-12-31 | $2,259,019 |
| Value of fidelity bond covering the plan | 2019-12-31 | $142,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $208,052 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $53,418 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $109,183 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-155,399 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,103,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,259,019 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $1,100,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-114,104 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $46,304 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,269 |
| Total plan assets at end of year | 2018-12-31 | $2,259,019 |
| Total plan assets at beginning of year | 2018-12-31 | $2,419,427 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,525,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $215,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $44,035 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-114,873 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-160,408 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,259,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,419,427 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $1,200,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $769 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $202,259 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $38,792 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $2,419,427 |
| Total plan assets at beginning of year | 2017-12-31 | $2,255,960 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,525,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $291,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $38,792 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $197,464 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $163,467 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,419,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,255,960 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $1,500,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,795 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $207,854 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $34,567 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $2,255,960 |
| Total plan assets at beginning of year | 2016-12-31 | $2,082,673 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,525,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $291,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $177,173 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $173,287 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,255,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,082,673 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $1,500,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,681 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $34,567 |
| 2015 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $57,000 |
| Total income from all sources | 2015-12-31 | $190,377 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $35,054 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,082,673 |
| Total plan assets at beginning of year | 2015-12-31 | $1,984,350 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,525,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $161,940 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $155,323 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,082,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,927,350 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $1,500,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,437 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $35,054 |
| 2014 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $497,619 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,909 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,927,350 |
| Total plan assets at beginning of year | 2014-12-31 | $1,440,640 |
| Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,909 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $434,571 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $486,710 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,927,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,440,640 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $1,500,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $40,048 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $125,455 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,440,640 |
| Total plan assets at beginning of year | 2013-12-31 | $1,315,185 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $650,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $64,936 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $125,455 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,440,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,315,185 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $37,519 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $124,210 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,315,185 |
| Total plan assets at beginning of year | 2012-12-31 | $1,190,975 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $750,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $62,585 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $124,210 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,315,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,190,975 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,125 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2010 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $-80,647 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,940 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,940 |
| Total plan assets at end of year | 2010-12-31 | $1,129,694 |
| Total plan assets at beginning of year | 2010-12-31 | $1,213,281 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-84,293 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-83,587 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,129,694 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,213,281 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,646 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2019: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING 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 |
| 2010: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
