Logo

MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAELIS CORPORATION 401K PROFIT SHARING PLAN
Plan identification number 001

MICHAELIS CORPORATION 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MICHAELIS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MICHAELIS CORPORATION
Employer identification number (EIN):351660135
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAELIS CORPORATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01RICHARD MICHAELIS2021-07-26 RICHARD MICHAELIS2021-07-26
0012019-01-01RICHARD MICHAELIS2020-10-14 RICHARD MICHAELIS2020-10-14
0012018-01-01
0012018-01-01RICHARD MICHAELIS2020-10-14 RICHARD MICHAELIS2020-10-14
0012017-01-01BILL VERHONIK BILL VERHONIK2018-10-12
0012017-01-01RICHARD MICHAELIS2020-10-14 RICHARD MICHAELIS2020-10-14
0012016-01-01STEPHANIE TONEY STEPHANIE TONEY2017-10-09
0012015-01-01BILL VERHONIK BILL VERHONIK2016-07-06
0012014-01-01STEPHANIE TONEY STEPHANIE TONEY2015-10-06
0012013-01-01BILL VERHONIK BILL VERHONIK2014-10-13
0012012-01-01BILL VERHONIK2013-10-08 BILL VERHONIK2013-10-08
0012011-01-01BILL VERHONIK2012-10-12 BILL VERHONIK2012-10-12
0012010-01-01TIMOTHY JACKSON2011-10-14 TIMOTHY JACKSON2011-10-14

Financial Data on MICHAELIS CORPORATION 401K PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-120
Total liabilities as of the end of the plan year2025-10-120
Total liabilities as of the beginning of the plan year2025-10-12658
Total expenses incurred by plan in this plan year2025-10-12158091
Net assets as of the end of the plan year2025-10-121453765
Total assets as of the beginning of the plan year2025-10-121277052
Value of plan covered by a fidelity bond2025-10-12145376
Participant contributions to plan in this plan year2025-10-1291969
Value of participant loans at end of plan year2025-10-120
Other expenses paid from plan in this plan year2025-10-120
Other contributions to plan in this plan year2025-10-120
Other income to plan in this plan year2025-10-12195092
Plan net income in this plan year2025-10-12177371
Net assets as of the end of the plan year2025-10-121453765
Net assets as of the beginning of the plan year2025-10-121276394
Employer contributions to plan in this plan year2025-10-1248401
Fees paid to broker by Benefit Provider2025-10-125147
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-12945
2024 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-150
Total liabilities as of the end of the plan year2024-08-15658
Total liabilities as of the beginning of the plan year2024-08-150
Total expenses incurred by plan in this plan year2024-08-15367110
Net assets as of the end of the plan year2024-08-151277052
Total assets as of the beginning of the plan year2024-08-151290139
Value of plan covered by a fidelity bond2024-08-15127639
Participant contributions to plan in this plan year2024-08-15104718
Value of participant loans at end of plan year2024-08-1511683
Other expenses paid from plan in this plan year2024-08-150
Other contributions to plan in this plan year2024-08-150
Other income to plan in this plan year2024-08-15187299
Plan net income in this plan year2024-08-15-13745
Net assets as of the end of the plan year2024-08-151276394
Net assets as of the beginning of the plan year2024-08-151290139
Employer contributions to plan in this plan year2024-08-1561348
Fees paid to broker by Benefit Provider2024-08-155130
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-151973
2020 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$370,821
Expenses. Total of all expenses incurred2020-12-31$52,586
Benefits paid (including direct rollovers)2020-12-31$51,415
Total plan assets at end of year2020-12-31$1,024,442
Total plan assets at beginning of year2020-12-31$706,207
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$141,803
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$550
Contributions received from other sources (not participants or employers)2020-12-31$3,019
Other income received2020-12-31$139,912
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$318,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,024,442
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$706,207
Assets. Value of participant loans2020-12-31$9,124
Total contributions received or receivable from employer(s)2020-12-31$86,087
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$621
2019 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$345,998
Expenses. Total of all expenses incurred2019-12-31$16,432
Benefits paid (including direct rollovers)2019-12-31$153
Total plan assets at end of year2019-12-31$706,207
Total plan assets at beginning of year2019-12-31$376,641
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$139,611
Assets. Value of loans (other than to participants)2019-12-31$137,615
Contributions received from other sources (not participants or employers)2019-12-31$45,048
Other income received2019-12-31$78,531
Net income (gross income less expenses)2019-12-31$329,566
Net plan assets at end of year (total assets less liabilities)2019-12-31$706,207
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$376,641
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$82,808
Value of certain deemed distributions of participant loans2019-12-31$15,980
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$299
2018 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-4,755
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$426,594
Total plan assets at beginning of year2018-12-31$431,349
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$176,058
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-4,755
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-4,755
Net plan assets at end of year (total assets less liabilities)2018-12-31$426,594
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$431,349
Assets. Value of participant loans2018-12-31$49,953
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$36,263
Expenses. Total of all expenses incurred2017-12-31$24
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$431,349
Total plan assets at beginning of year2017-12-31$395,110
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$191,816
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$36,263
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$36,239
Net plan assets at end of year (total assets less liabilities)2017-12-31$431,349
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$395,110
Assets. Value of participant loans2017-12-31$48,022
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24
2016 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$2,470
Total income from all sources2016-12-31$15,369
Expenses. Total of all expenses incurred2016-12-31$32
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$395,110
Total plan assets at beginning of year2016-12-31$382,243
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$184,438
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$15,369
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$15,337
Net plan assets at end of year (total assets less liabilities)2016-12-31$395,110
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$379,773
Assets. Value of participant loans2016-12-31$46,168
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$32
2015 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$2,470
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,832
Expenses. Total of all expenses incurred2015-12-31$2,744
Benefits paid (including direct rollovers)2015-12-31$2,170
Total plan assets at end of year2015-12-31$382,243
Total plan assets at beginning of year2015-12-31$380,685
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$177,344
Expenses. Other expenses not covered elsewhere2015-12-31$542
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,832
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-912
Net plan assets at end of year (total assets less liabilities)2015-12-31$379,773
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$380,685
Assets. Value of participant loans2015-12-31$44,321
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$32
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$9,087
Expenses. Total of all expenses incurred2014-12-31$75,698
Benefits paid (including direct rollovers)2014-12-31$73,627
Total plan assets at end of year2014-12-31$380,685
Total plan assets at beginning of year2014-12-31$447,296
Value of fidelity bond covering the plan2014-12-31$175,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$74,370
Expenses. Other expenses not covered elsewhere2014-12-31$2,071
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,087
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-66,611
Net plan assets at end of year (total assets less liabilities)2014-12-31$380,685
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$447,296
Assets. Value of participant loans2014-12-31$42,613
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$60,346
Expenses. Total of all expenses incurred2013-12-31$209,337
Benefits paid (including direct rollovers)2013-12-31$207,547
Total plan assets at end of year2013-12-31$447,296
Total plan assets at beginning of year2013-12-31$596,287
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$71,509
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$60,346
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-148,991
Net plan assets at end of year (total assets less liabilities)2013-12-31$447,296
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$596,287
Assets. Value of participant loans2013-12-31$40,974
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$1,671
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for MICHAELIS CORPORATION 401K PROFIT SHARING PLAN

2020: MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAELIS CORPORATION 401K PROFIT SHARING 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: MICHAELIS CORPORATION 401K PROFIT SHARING 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: MICHAELIS CORPORATION 401K PROFIT SHARING 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: MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAELIS CORPORATION 401K PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAELIS CORPORATION 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C165
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C165
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA810256
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA810256
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA810256
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA810256
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA810256
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1