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MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMWD CONSULTING, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

MWD CONSULTING, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

MWD CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:MWD CONSULTING, INC.
Employer identification number (EIN):340141161
NAIC Classification:523900

Additional information about MWD CONSULTING, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2002-11-22
Company Identification Number: 1353422
Legal Registered Office Address: 8 WASHINGTON STREET
-
CANAL WINCHESTER
United States of America (USA)
43110

More information about MWD CONSULTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MWD CONSULTING, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JOHN CROW2022-10-06
0012020-01-01JOHN CROW2021-10-11
0012019-01-01MARK W. DUNCAN2020-10-15
0012018-01-01
0012017-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK W. DUNCAN2015-09-28
0012013-01-01MARK W. DUNCAN
0012012-01-01MARK W. DUNCAN
0012011-01-01MARK W. DUNCAN
0012010-01-01MARK W. DUNCAN
0012009-01-01MARK W. DUNCAN

Plan Statistics for MWD CONSULTING, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MWD CONSULTING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2021: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01154
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2013: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0162
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0168
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0162
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0149
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0147
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0135
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0149
Number of participants with account balances2010-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MWD CONSULTING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2021 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2021-12-31$1,241,011
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$452,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$430,436
Expenses. Certain deemed distributions of participant loans2021-12-31$1,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$775,252
Value of total assets at end of year2021-12-31$5,719,929
Value of total assets at beginning of year2021-12-31$4,931,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,916
Total interest from all sources2021-12-31$6,710
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
Administrative expenses professional fees incurred2021-12-31$19,916
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 period2021-12-31No
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$527,094
Participant contributions at end of year2021-12-31$244,425
Participant contributions at beginning of year2021-12-31$226,624
Participant contributions at end of year2021-12-31$22,932
Participant contributions at beginning of year2021-12-31$21,727
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,533
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$788,875
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,719,929
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,931,054
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$4,199,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,565,155
Interest on participant loans2021-12-31$6,710
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,198,430
Value of interest in common/collective trusts at beginning of year2021-12-31$989,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$40,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$116,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$327,930
Net investment gain or loss from common/collective trusts2021-12-31$131,119
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$232,625
Employer contributions (assets) at end of year2021-12-31$10,364
Employer contributions (assets) at beginning of year2021-12-31$10,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$430,436
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 name2021-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2021-12-31351476702
2020 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,740,684
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$553,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$516,582
Expenses. Certain deemed distributions of participant loans2020-12-31$23,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$695,371
Value of total assets at end of year2020-12-31$4,931,054
Value of total assets at beginning of year2020-12-31$3,743,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,752
Total interest from all sources2020-12-31$6,926
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,752
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$374,340
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$481,533
Participant contributions at end of year2020-12-31$226,624
Participant contributions at beginning of year2020-12-31$256,892
Participant contributions at end of year2020-12-31$21,727
Participant contributions at beginning of year2020-12-31$18,263
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,068
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$1,187,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,931,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,743,395
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$3,565,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,378,151
Interest on participant loans2020-12-31$6,926
Value of interest in common/collective trusts at end of year2020-12-31$989,159
Value of interest in common/collective trusts at beginning of year2020-12-31$1,001,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$116,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$818,480
Net investment gain or loss from common/collective trusts2020-12-31$219,907
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$199,770
Employer contributions (assets) at end of year2020-12-31$10,068
Employer contributions (assets) at beginning of year2020-12-31$9,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$516,582
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2020-12-31351476702
2019 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$944,442
Total income from all sources (including contributions)2019-12-31$944,442
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$78,539
Total of all expenses incurred2019-12-31$78,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$69,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$69,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$650,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$650,941
Value of total assets at end of year2019-12-31$3,743,395
Value of total assets at end of year2019-12-31$3,743,395
Value of total assets at beginning of year2019-12-31$2,877,492
Value of total assets at beginning of year2019-12-31$2,877,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,192
Total interest from all sources2019-12-31$7,862
Total interest from all sources2019-12-31$7,862
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$374,340
Value of fidelity bond cover2019-12-31$374,340
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$412,279
Contributions received from participants2019-12-31$412,279
Participant contributions at end of year2019-12-31$256,892
Participant contributions at end of year2019-12-31$256,892
Participant contributions at beginning of year2019-12-31$195,774
Participant contributions at beginning of year2019-12-31$195,774
Participant contributions at end of year2019-12-31$18,263
Participant contributions at end of year2019-12-31$18,263
Participant contributions at beginning of year2019-12-31$24,779
Participant contributions at beginning of year2019-12-31$24,779
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,645
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,645
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$865,903
Value of net income/loss2019-12-31$865,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,743,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,743,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,877,492
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,877,492
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$2,378,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,378,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,754,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,754,095
Interest on participant loans2019-12-31$7,842
Interest on participant loans2019-12-31$7,842
Value of interest in common/collective trusts at end of year2019-12-31$1,001,189
Value of interest in common/collective trusts at end of year2019-12-31$1,001,189
Value of interest in common/collective trusts at beginning of year2019-12-31$781,969
Value of interest in common/collective trusts at beginning of year2019-12-31$781,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$111,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$109,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$109,916
Net investment gain/loss from pooled separate accounts2019-12-31$175,723
Net investment gain/loss from pooled separate accounts2019-12-31$175,723
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$195,017
Contributions received in cash from employer2019-12-31$195,017
Employer contributions (assets) at end of year2019-12-31$9,080
Employer contributions (assets) at end of year2019-12-31$9,080
Employer contributions (assets) at beginning of year2019-12-31$7,587
Employer contributions (assets) at beginning of year2019-12-31$7,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,347
Contract administrator fees2019-12-31$9,192
Contract administrator fees2019-12-31$9,192
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 name2019-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm name2019-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2019-12-31351476702
Accountancy firm EIN2019-12-31351476702
2013 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$7,490
Total income from all sources2013-12-31$679,536
Expenses. Total of all expenses incurred2013-12-31$292,073
Benefits paid (including direct rollovers)2013-12-31$268,224
Total plan assets at end of year2013-12-31$1,503,952
Total plan assets at beginning of year2013-12-31$1,108,999
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$176,389
Contributions received from other sources (not participants or employers)2013-12-31$197,832
Other income received2013-12-31$248,864
Net income (gross income less expenses)2013-12-31$387,463
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,503,952
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,108,999
Assets. Value of participant loans2013-12-31$108,820
Total contributions received or receivable from employer(s)2013-12-31$56,451
Value of certain deemed distributions of participant loans2013-12-31$23,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$344,737
Expenses. Total of all expenses incurred2012-12-31$20,934
Benefits paid (including direct rollovers)2012-12-31$20,176
Total plan assets at end of year2012-12-31$1,108,999
Total plan assets at beginning of year2012-12-31$785,196
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$194,858
Contributions received from other sources (not participants or employers)2012-12-31$2,087
Other income received2012-12-31$94,399
Net income (gross income less expenses)2012-12-31$323,803
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,108,999
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$785,196
Assets. Value of participant loans2012-12-31$110,855
Total contributions received or receivable from employer(s)2012-12-31$53,393
Value of certain deemed distributions of participant loans2012-12-31$758
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,539
Expenses. Total of all expenses incurred2011-12-31$139,053
Benefits paid (including direct rollovers)2011-12-31$139,053
Total plan assets at end of year2011-12-31$785,196
Total plan assets at beginning of year2011-12-31$854,710
Total contributions received or receivable from participants2011-12-31$161,327
Other income received2011-12-31$-137,279
Net income (gross income less expenses)2011-12-31$-69,514
Net plan assets at end of year (total assets less liabilities)2011-12-31$785,196
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$854,710
Assets. Value of participant loans2011-12-31$65,991
Total contributions received or receivable from employer(s)2011-12-31$45,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$298,491
Expenses. Total of all expenses incurred2010-12-31$24,080
Benefits paid (including direct rollovers)2010-12-31$24,080
Total plan assets at end of year2010-12-31$854,710
Total plan assets at beginning of year2010-12-31$580,299
Total contributions received or receivable from participants2010-12-31$138,356
Contributions received from other sources (not participants or employers)2010-12-31$586
Other income received2010-12-31$121,680
Net income (gross income less expenses)2010-12-31$274,411
Net plan assets at end of year (total assets less liabilities)2010-12-31$854,710
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$580,299
Assets. Value of participant loans2010-12-31$69,473
Total contributions received or receivable from employer(s)2010-12-31$37,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MWD CONSULTING, INC. 401K PROFIT SHARING PLAN

2021: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 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: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 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: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 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
2013: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MWD CONSULTING, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered39
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered79
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered67
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered47
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered45
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-TT97
Policy instance 1
Insurance contract or identification numberGAP-B2-TT97
Number of Individuals Covered49
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $81
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION

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