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MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameMACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MACALLISTER MACHINERY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:MACALLISTER MACHINERY CO., INC.
Employer identification number (EIN):350791060
NAIC Classification:423800

Additional information about MACALLISTER MACHINERY CO., INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2019-10-10
Company Identification Number: 0803448013
Legal Registered Office Address: 6300 SOUTHEASTERN AVE

INDIANAPOLIS
United States of America (USA)
46203

More information about MACALLISTER MACHINERY CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVE BALDWIN DAVE BALDWIN2018-09-05
0012016-01-01DAVE BALDWIN DAVE BALDWIN2017-10-12
0012015-01-01
0012014-01-01MICHAEL THOMPSON
0012013-01-01MICHAEL THOMPSON
0012012-01-01MICHAEL THOMPSON MICHAEL THOMPSON2013-10-14
0012011-01-01MICHAEL THOMPSON
0012010-01-01MICHAEL THOMPSON
0012009-01-01MICHAEL THOMPSON

Plan Statistics for MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,055
Total number of active participants reported on line 7a of the Form 55002022-01-011,932
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01308
Total of all active and inactive participants2022-01-012,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,264
Number of participants with account balances2022-01-012,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0182
2021: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,089
Total number of active participants reported on line 7a of the Form 55002021-01-011,830
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01252
Total of all active and inactive participants2021-01-012,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-012,110
Number of participants with account balances2021-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01103
2020: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,079
Total number of active participants reported on line 7a of the Form 55002020-01-011,847
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-01216
Total of all active and inactive participants2020-01-012,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,089
Number of participants with account balances2020-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0167
2019: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,002
Total number of active participants reported on line 7a of the Form 55002019-01-011,841
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01209
Total of all active and inactive participants2019-01-012,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,074
Number of participants with account balances2019-01-012,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0172
2018: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,924
Total number of active participants reported on line 7a of the Form 55002018-01-011,788
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01200
Total of all active and inactive participants2018-01-012,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,002
Number of participants with account balances2018-01-011,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0181
2017: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,838
Total number of active participants reported on line 7a of the Form 55002017-01-011,733
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-011,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,924
Number of participants with account balances2017-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,722
Total number of active participants reported on line 7a of the Form 55002016-01-011,667
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01156
Total of all active and inactive participants2016-01-011,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,838
Number of participants with account balances2016-01-011,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0176
2015: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,097
Total number of active participants reported on line 7a of the Form 55002015-01-011,509
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-011,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,720
Number of participants with account balances2015-01-011,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0165
2014: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01985
Total number of active participants reported on line 7a of the Form 55002014-01-011,001
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,097
Number of participants with account balances2014-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0165
2013: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01927
Total number of active participants reported on line 7a of the Form 55002013-01-01892
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01985
Number of participants with account balances2013-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0155
2012: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01861
Total number of active participants reported on line 7a of the Form 55002012-01-01833
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01927
Number of participants with account balances2012-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0138
2011: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01811
Total number of active participants reported on line 7a of the Form 55002011-01-01779
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01861
Number of participants with account balances2011-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2010: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01794
Total number of active participants reported on line 7a of the Form 55002010-01-01742
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01811
Number of participants with account balances2010-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01804
Total number of active participants reported on line 7a of the Form 55002009-01-01728
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01794
Number of participants with account balances2009-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$945,762
Total transfer of assets from this plan2022-12-31$52,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-32,628,560
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,462,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,299,466
Expenses. Certain deemed distributions of participant loans2022-12-31$5,120
Value of total corrective distributions2022-12-31$4,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,988,817
Value of total assets at end of year2022-12-31$319,484,937
Value of total assets at beginning of year2022-12-31$366,683,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$153,860
Total interest from all sources2022-12-31$2,063,415
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,671,731
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$9,671,731
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$15,535,174
Participant contributions at end of year2022-12-31$2,766,484
Participant contributions at beginning of year2022-12-31$2,694,770
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,121,920
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,869,875
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$784,354
Other income not declared elsewhere2022-12-31$-1,606,207
Administrative expenses (other) incurred2022-12-31$22,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-48,091,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$319,484,937
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$366,683,244
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$237,426,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$291,933,520
Interest on participant loans2022-12-31$124,116
Interest earned on other investments2022-12-31$1,939,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$68,329,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$60,419,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-68,746,316
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$9,669,289
Employer contributions (assets) at end of year2022-12-31$4,839,945
Employer contributions (assets) at beginning of year2022-12-31$3,765,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,299,466
Contract administrator fees2022-12-31$131,156
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 name2022-12-31FORVIS,LLP
Accountancy firm EIN2022-12-31440160260
2021 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$104,135
Total transfer of assets from this plan2021-12-31$1,349,674
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$68,752,478
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,698,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,547,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,381,756
Value of total assets at end of year2021-12-31$366,683,244
Value of total assets at beginning of year2021-12-31$317,874,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,277
Total interest from all sources2021-12-31$1,928,184
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,839,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,839,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,962,405
Participant contributions at end of year2021-12-31$2,694,770
Participant contributions at beginning of year2021-12-31$2,611,277
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,869,875
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,650,101
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,207,174
Other income not declared elsewhere2021-12-31$1,544,661
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$50,054,094
Value of net assets at end of year (total assets less liabilities)2021-12-31$366,683,244
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$317,874,689
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$291,933,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$247,626,634
Interest on participant loans2021-12-31$132,281
Interest earned on other investments2021-12-31$1,795,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$60,419,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$58,546,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,058,402
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$8,212,177
Employer contributions (assets) at end of year2021-12-31$3,765,755
Employer contributions (assets) at beginning of year2021-12-31$2,440,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,547,107
Contract administrator fees2021-12-31$151,277
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 name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$253,853
Total transfer of assets from this plan2020-12-31$38,448
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$70,440,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,409,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,240,762
Expenses. Certain deemed distributions of participant loans2020-12-31$9,431
Value of total corrective distributions2020-12-31$19,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,075,649
Value of total assets at end of year2020-12-31$317,874,689
Value of total assets at beginning of year2020-12-31$260,628,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,175
Total interest from all sources2020-12-31$1,701,891
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,702,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,702,946
Administrative expenses professional fees incurred2020-12-31$104
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$12,513,380
Participant contributions at end of year2020-12-31$2,611,277
Participant contributions at beginning of year2020-12-31$2,680,600
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,650,101
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,680,305
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,004,310
Other income not declared elsewhere2020-12-31$1,676,468
Administrative expenses (other) incurred2020-12-31$2,544
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$57,031,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$317,874,689
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$260,628,070
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$247,626,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$207,996,702
Interest on participant loans2020-12-31$146,087
Interest earned on other investments2020-12-31$1,555,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$58,546,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$42,706,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$36,283,809
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,557,959
Employer contributions (assets) at end of year2020-12-31$2,440,276
Employer contributions (assets) at beginning of year2020-12-31$2,563,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,240,762
Contract administrator fees2020-12-31$137,527
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 name2020-12-31BKD
Accountancy firm EIN2020-12-31440160260
2019 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$94,274
Total transfer of assets from this plan2019-12-31$52,698
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 income from all sources (including contributions)2019-12-31$64,662,595
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,892,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,741,550
Expenses. Certain deemed distributions of participant loans2019-12-31$1,869
Value of total corrective distributions2019-12-31$276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,355,969
Value of total assets at end of year2019-12-31$260,628,070
Value of total assets at beginning of year2019-12-31$208,816,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,929
Total interest from all sources2019-12-31$1,456,229
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,183,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,183,387
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$12,266,029
Participant contributions at end of year2019-12-31$2,680,600
Participant contributions at beginning of year2019-12-31$2,441,781
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,680,305
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,253,834
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,399,578
Other income not declared elsewhere2019-12-31$1,224,641
Administrative expenses (other) incurred2019-12-31$215
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$51,769,971
Value of net assets at end of year (total assets less liabilities)2019-12-31$260,628,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$208,816,523
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 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$207,996,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$160,580,332
Interest on participant loans2019-12-31$138,791
Interest earned on other investments2019-12-31$1,317,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,706,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$40,512,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,442,369
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,690,362
Employer contributions (assets) at end of year2019-12-31$2,563,954
Employer contributions (assets) at beginning of year2019-12-31$2,028,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,741,550
Contract administrator fees2019-12-31$148,714
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD
Accountancy firm EIN2019-12-31440160260
2018 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$619,512
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$7,773,627
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,674,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,529,736
Value of total corrective distributions2018-12-31$508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,222,748
Value of total assets at end of year2018-12-31$208,816,523
Value of total assets at beginning of year2018-12-31$212,336,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$144,091
Total interest from all sources2018-12-31$1,392,104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,442,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,442,488
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$11,260,363
Participant contributions at end of year2018-12-31$2,441,781
Participant contributions at beginning of year2018-12-31$2,109,353
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,253,834
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,609,306
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$981,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-343,041
Administrative expenses (other) incurred2018-12-31$385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,900,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$208,816,523
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$212,336,743
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$160,580,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$167,420,766
Interest on participant loans2018-12-31$118,287
Interest earned on other investments2018-12-31$1,273,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$40,512,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,502,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,940,672
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$5,980,388
Employer contributions (assets) at end of year2018-12-31$2,028,059
Employer contributions (assets) at beginning of year2018-12-31$1,694,654
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,529,736
Contract administrator fees2018-12-31$143,706
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 name2018-12-31BKD
Accountancy firm EIN2018-12-31440160260
2017 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$406,091
Total transfer of assets from this plan2017-12-31$37,864
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$47,120,917
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,162,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,024,375
Expenses. Certain deemed distributions of participant loans2017-12-31$-149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,951,054
Value of total assets at end of year2017-12-31$212,336,743
Value of total assets at beginning of year2017-12-31$172,010,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,467
Total interest from all sources2017-12-31$1,433,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,359,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,359,975
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$9,933,798
Participant contributions at end of year2017-12-31$2,109,353
Participant contributions at beginning of year2017-12-31$1,778,067
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,609,306
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,861,502
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,926,403
Other income not declared elsewhere2017-12-31$723,021
Administrative expenses (other) incurred2017-12-31$200
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$39,958,224
Value of net assets at end of year (total assets less liabilities)2017-12-31$212,336,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$172,010,292
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$167,420,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$129,138,772
Interest on participant loans2017-12-31$88,212
Interest earned on other investments2017-12-31$1,345,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,502,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,874,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,653,326
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,090,853
Employer contributions (assets) at end of year2017-12-31$1,694,654
Employer contributions (assets) at beginning of year2017-12-31$1,357,239
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,024,375
Contract administrator fees2017-12-31$138,267
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 name2017-12-31BKD
Accountancy firm EIN2017-12-31440160260
2016 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$392,885
Total transfer of assets from this plan2016-12-31$37,796
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$27,291,613
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,314,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,187,238
Expenses. Certain deemed distributions of participant loans2016-12-31$5,000
Value of total corrective distributions2016-12-31$2,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,462,390
Value of total assets at end of year2016-12-31$172,010,292
Value of total assets at beginning of year2016-12-31$148,677,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,710
Total interest from all sources2016-12-31$1,395,076
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,894,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,894,410
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,684,445
Participant contributions at end of year2016-12-31$1,778,067
Participant contributions at beginning of year2016-12-31$1,385,994
Participant contributions at beginning of year2016-12-31$6,707
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,861,502
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,373,255
Other income not declared elsewhere2016-12-31$254,055
Administrative expenses (other) incurred2016-12-31$280
Total non interest bearing cash at beginning of year2016-12-31$67,477,593
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$22,977,357
Value of net assets at end of year (total assets less liabilities)2016-12-31$172,010,292
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$148,677,846
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$129,138,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,692,939
Interest on participant loans2016-12-31$67,947
Interest earned on other investments2016-12-31$1,327,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,874,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,553,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,285,682
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$4,404,690
Employer contributions (assets) at end of year2016-12-31$1,357,239
Employer contributions (assets) at beginning of year2016-12-31$1,561,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,187,238
Contract administrator fees2016-12-31$119,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BKD
Accountancy firm EIN2016-12-31380791060
2015 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$70,848,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49
Total income from all sources (including contributions)2015-12-31$8,730,629
Total of all expenses incurred2015-12-31$6,264,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,231,296
Expenses. Certain deemed distributions of participant loans2015-12-31$26,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,414,185
Value of total assets at end of year2015-12-31$148,677,846
Value of total assets at beginning of year2015-12-31$75,362,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,213
Total interest from all sources2015-12-31$21,595
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,410,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,410,862
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,209,890
Participant contributions at end of year2015-12-31$1,385,994
Participant contributions at beginning of year2015-12-31$416,916
Participant contributions at end of year2015-12-31$6,707
Participant contributions at beginning of year2015-12-31$138,798
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$417
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$276,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$49
Other income not declared elsewhere2015-12-31$195,716
Administrative expenses (other) incurred2015-12-31$6,213
Total non interest bearing cash at end of year2015-12-31$67,477,593
Total non interest bearing cash at beginning of year2015-12-31$0
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$2,466,320
Value of net assets at end of year (total assets less liabilities)2015-12-31$148,677,846
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,362,717
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$49,692,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,260,625
Interest on participant loans2015-12-31$20,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,727,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,727,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,553,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$101,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,311,729
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,927,453
Employer contributions (assets) at end of year2015-12-31$1,561,459
Employer contributions (assets) at beginning of year2015-12-31$1,108,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,231,296
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,607,983
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 name2015-12-31BKD. LLP
Accountancy firm EIN2015-12-31440160260
2014 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$181,713
Total unrealized appreciation/depreciation of assets2014-12-31$181,713
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,489,519
Total loss/gain on sale of assets2014-12-31$-15,249
Total of all expenses incurred2014-12-31$3,299,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,294,605
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,339,188
Value of total assets at end of year2014-12-31$75,362,766
Value of total assets at beginning of year2014-12-31$67,172,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,747
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$22,742
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,082,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,047,720
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,399,510
Participant contributions at end of year2014-12-31$416,916
Participant contributions at beginning of year2014-12-31$494,193
Participant contributions at end of year2014-12-31$138,798
Participant contributions at beginning of year2014-12-31$104,783
Assets. Other investments not covered elsewhere at end of year2014-12-31$417
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-53
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$167,357
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$317
Administrative expenses (other) incurred2014-12-31$4,747
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$8,190,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,362,717
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,172,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,260,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,716,929
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$19,890
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$2,375
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,727,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,395,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,395,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$477
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$101,887
Asset value of US Government securities at beginning of year2014-12-31$85,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,121,753
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,772,321
Employer contributions (assets) at end of year2014-12-31$1,108,638
Employer contributions (assets) at beginning of year2014-12-31$883,641
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$34,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,294,605
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,607,983
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,492,513
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$336,668
Aggregate carrying amount (costs) on sale of assets2014-12-31$351,917
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$201,636
Total unrealized appreciation/depreciation of assets2013-12-31$201,636
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,382,396
Total loss/gain on sale of assets2013-12-31$38,567
Total of all expenses incurred2013-12-31$2,620,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,616,003
Expenses. Certain deemed distributions of participant loans2013-12-31$317
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,469,262
Value of total assets at end of year2013-12-31$67,172,550
Value of total assets at beginning of year2013-12-31$51,410,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,485
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$23,198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,411,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,377,758
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,849,288
Participant contributions at end of year2013-12-31$494,193
Participant contributions at beginning of year2013-12-31$449,284
Participant contributions at end of year2013-12-31$104,783
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$-53
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$266,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,485
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$15,761,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,172,550
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,410,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$59,716,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,889,588
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$20,638
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$2,078
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,395,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,885,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,885,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$482
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$85,491
Asset value of US Government securities at beginning of year2013-12-31$79,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,237,795
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,353,027
Employer contributions (assets) at end of year2013-12-31$883,641
Employer contributions (assets) at beginning of year2013-12-31$810,312
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$34,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,616,003
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,492,513
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,296,480
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,073,438
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,034,871
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$96,164
Total unrealized appreciation/depreciation of assets2012-12-31$96,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,760,143
Total loss/gain on sale of assets2012-12-31$-69,897
Total of all expenses incurred2012-12-31$3,382,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,377,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,539,239
Value of total assets at end of year2012-12-31$51,410,959
Value of total assets at beginning of year2012-12-31$44,033,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,910
Total interest from all sources2012-12-31$22,726
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,350,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,323,807
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,311,475
Participant contributions at end of year2012-12-31$449,284
Participant contributions at beginning of year2012-12-31$369,600
Assets. Other investments not covered elsewhere at end of year2012-12-31$55
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$203,946
Administrative expenses (other) incurred2012-12-31$4,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,377,378
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,410,959
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,033,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,889,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,613,024
Interest on participant loans2012-12-31$20,379
Income. Interest from US Government securities2012-12-31$1,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,885,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,352,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,352,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$566
Asset value of US Government securities at end of year2012-12-31$79,642
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,821,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,023,818
Employer contributions (assets) at end of year2012-12-31$810,312
Employer contributions (assets) at beginning of year2012-12-31$714,600
Income. Dividends from common stock2012-12-31$26,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,377,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,296,480
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$983,889
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,039,112
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,109,009
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-194,036
Total unrealized appreciation/depreciation of assets2011-12-31$-194,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,607,228
Total loss/gain on sale of assets2011-12-31$93,308
Total of all expenses incurred2011-12-31$2,354,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,300,364
Value of total corrective distributions2011-12-31$25,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,833,353
Value of total assets at end of year2011-12-31$44,033,581
Value of total assets at beginning of year2011-12-31$42,780,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,250
Total interest from all sources2011-12-31$21,118
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,010,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$994,094
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,047,604
Participant contributions at end of year2011-12-31$369,600
Participant contributions at beginning of year2011-12-31$334,451
Assets. Other investments not covered elsewhere at end of year2011-12-31$55
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$-105
Administrative expenses (other) incurred2011-12-31$28,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,252,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,033,581
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,780,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,613,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,267,053
Interest on participant loans2011-12-31$20,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,352,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,779,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,779,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,157,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,785,749
Employer contributions (assets) at end of year2011-12-31$714,600
Employer contributions (assets) at beginning of year2011-12-31$499,500
Income. Dividends from common stock2011-12-31$16,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,300,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$983,889
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$900,427
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,523,405
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,430,097
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$121,066
Total unrealized appreciation/depreciation of assets2010-12-31$121,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,047,229
Total loss/gain on sale of assets2010-12-31$130,204
Total of all expenses incurred2010-12-31$1,965,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,935,726
Value of total corrective distributions2010-12-31$179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,154,275
Value of total assets at end of year2010-12-31$42,780,888
Value of total assets at beginning of year2010-12-31$35,699,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,516
Total interest from all sources2010-12-31$19,296
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$647,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$633,922
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,676,600
Participant contributions at end of year2010-12-31$334,451
Participant contributions at beginning of year2010-12-31$184,466
Assets. Other investments not covered elsewhere at end of year2010-12-31$-105
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,040
Administrative expenses (other) incurred2010-12-31$29,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,081,808
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,780,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,699,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,267,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,864,190
Interest on participant loans2010-12-31$18,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,779,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,528,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,528,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,975,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,432,635
Employer contributions (assets) at end of year2010-12-31$499,500
Employer contributions (assets) at beginning of year2010-12-31$210,500
Income. Dividends from common stock2010-12-31$13,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,935,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$900,427
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$911,356
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,943,316
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,813,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN

2022: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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
2018: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 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: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 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: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 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: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MACALLISTER MACHINERY CO., INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number898040
Policy instance 1
Insurance contract or identification number898040
Number of Individuals Covered2244
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered2110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered2089
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered2074
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered2002
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered1924
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62060
Policy instance 1
Insurance contract or identification numberMR 62060
Number of Individuals Covered1658
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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