MUNDIE & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MUNDIE & CO PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: MUNDIE & CO PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 3 |
| Total of all active and inactive participants | 2022-04-01 | 3 |
| Total participants | 2022-04-01 | 3 |
| Number of participants with account balances | 2022-04-01 | 3 |
| 2021: MUNDIE & CO PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 3 |
| Total of all active and inactive participants | 2021-04-01 | 3 |
| Total participants | 2021-04-01 | 3 |
| Number of participants with account balances | 2021-04-01 | 3 |
| 2020: MUNDIE & CO PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 3 |
| Total of all active and inactive participants | 2020-04-01 | 3 |
| Total participants | 2020-04-01 | 3 |
| Number of participants with account balances | 2020-04-01 | 0 |
| 2019: MUNDIE & CO PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 3 |
| Total of all active and inactive participants | 2019-04-01 | 3 |
| Total participants | 2019-04-01 | 3 |
| Number of participants with account balances | 2019-04-01 | 3 |
| 2018: MUNDIE & CO PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 3 |
| Total of all active and inactive participants | 2018-04-01 | 3 |
| Total participants | 2018-04-01 | 3 |
| Number of participants with account balances | 2018-04-01 | 3 |
| 2017: MUNDIE & CO PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 3 |
| Total of all active and inactive participants | 2017-04-01 | 3 |
| Total participants | 2017-04-01 | 3 |
| Number of participants with account balances | 2017-04-01 | 3 |
| 2016: MUNDIE & CO PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 3 |
| Total of all active and inactive participants | 2016-04-01 | 3 |
| Total participants | 2016-04-01 | 3 |
| Number of participants with account balances | 2016-04-01 | 3 |
| 2015: MUNDIE & CO PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 3 |
| Total of all active and inactive participants | 2015-04-01 | 3 |
| Total participants | 2015-04-01 | 3 |
| Number of participants with account balances | 2015-04-01 | 3 |
| 2014: MUNDIE & CO PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 3 |
| Total of all active and inactive participants | 2014-04-01 | 3 |
| Total participants | 2014-04-01 | 3 |
| Number of participants with account balances | 2014-04-01 | 3 |
| 2013: MUNDIE & CO PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 3 |
| Total of all active and inactive participants | 2013-04-01 | 3 |
| Total participants | 2013-04-01 | 3 |
| Number of participants with account balances | 2013-04-01 | 3 |
| 2012: MUNDIE & CO PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 3 |
| Total of all active and inactive participants | 2012-04-01 | 3 |
| Total participants | 2012-04-01 | 3 |
| Number of participants with account balances | 2012-04-01 | 3 |
| 2011: MUNDIE & CO PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 3 |
| Total of all active and inactive participants | 2011-04-01 | 3 |
| Total participants | 2011-04-01 | 3 |
| Number of participants with account balances | 2011-04-01 | 3 |
| 2010: MUNDIE & CO PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 3 |
| Total of all active and inactive participants | 2010-04-01 | 3 |
| Total participants | 2010-04-01 | 3 |
| Number of participants with account balances | 2010-04-01 | 3 |
| 2009: MUNDIE & CO PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 3 |
| Total of all active and inactive participants | 2009-04-01 | 3 |
| Total participants | 2009-04-01 | 3 |
| Number of participants with account balances | 2009-04-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : MUNDIE & CO PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-03-31 | $-37,838 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $642,473 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $642,473 |
| Total plan assets at end of year | 2023-03-31 | $175 |
| Total plan assets at beginning of year | 2023-03-31 | $680,486 |
| Other income received | 2023-03-31 | $-37,838 |
| Net income (gross income less expenses) | 2023-03-31 | $-680,311 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $680,486 |
| 2022 : MUNDIE & CO PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $40,425 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $17,199 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $9,242 |
| Total plan assets at end of year | 2022-03-31 | $680,486 |
| Total plan assets at beginning of year | 2022-03-31 | $657,260 |
| Expenses. Other expenses not covered elsewhere | 2022-03-31 | $7,957 |
| Other income received | 2022-03-31 | $40,425 |
| Net income (gross income less expenses) | 2022-03-31 | $23,226 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $680,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $657,260 |
| 2021 : MUNDIE & CO PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $160,798 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $42,527 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $35,484 |
| Total plan assets at end of year | 2021-03-31 | $657,260 |
| Total plan assets at beginning of year | 2021-03-31 | $538,989 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $7,043 |
| Other income received | 2021-03-31 | $160,798 |
| Net income (gross income less expenses) | 2021-03-31 | $118,271 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $657,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $538,989 |
| 2020 : MUNDIE & CO PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $-43,650 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $30,193 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $23,000 |
| Total plan assets at end of year | 2020-03-31 | $538,989 |
| Total plan assets at beginning of year | 2020-03-31 | $612,832 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $7,193 |
| Other income received | 2020-03-31 | $-43,650 |
| Net income (gross income less expenses) | 2020-03-31 | $-73,843 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $538,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $612,832 |
| 2019 : MUNDIE & CO PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-03-31 | $11,917 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $3,377 |
| Total plan assets at end of year | 2019-03-31 | $612,832 |
| Total plan assets at beginning of year | 2019-03-31 | $604,292 |
| Expenses. Other expenses not covered elsewhere | 2019-03-31 | $3,377 |
| Other income received | 2019-03-31 | $11,917 |
| Net income (gross income less expenses) | 2019-03-31 | $8,540 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $612,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $604,292 |
| 2018 : MUNDIE & CO PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-03-31 | $34,096 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $136,128 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $130,000 |
| Total plan assets at end of year | 2018-03-31 | $604,292 |
| Total plan assets at beginning of year | 2018-03-31 | $706,324 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $6,128 |
| Other income received | 2018-03-31 | $34,096 |
| Net income (gross income less expenses) | 2018-03-31 | $-102,032 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $604,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $706,324 |
| 2017 : MUNDIE & CO PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $61,891 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $5,225 |
| Total plan assets at end of year | 2017-03-31 | $706,324 |
| Total plan assets at beginning of year | 2017-03-31 | $649,658 |
| Assets. Value of loans (other than to participants) | 2017-03-31 | $61,857 |
| Expenses. Other expenses not covered elsewhere | 2017-03-31 | $5,225 |
| Other income received | 2017-03-31 | $59,112 |
| Net income (gross income less expenses) | 2017-03-31 | $56,666 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $706,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $649,658 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $2,779 |
| 2016 : MUNDIE & CO PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $-60,264 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $5,160 |
| Total plan assets at end of year | 2016-03-31 | $649,658 |
| Total plan assets at beginning of year | 2016-03-31 | $715,082 |
| Assets. Value of loans (other than to participants) | 2016-03-31 | $248,683 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $5,160 |
| Other income received | 2016-03-31 | $-60,264 |
| Net income (gross income less expenses) | 2016-03-31 | $-65,424 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $649,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $715,082 |
| 2015 : MUNDIE & CO PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $26,704 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $7,371 |
| Total plan assets at end of year | 2015-03-31 | $715,082 |
| Total plan assets at beginning of year | 2015-03-31 | $695,749 |
| Assets. Value of loans (other than to participants) | 2015-03-31 | $241,949 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $7,371 |
| Other income received | 2015-03-31 | $26,704 |
| Net income (gross income less expenses) | 2015-03-31 | $19,333 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $715,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $695,749 |
| 2014 : MUNDIE & CO PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $53,452 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $6,187 |
| Total plan assets at end of year | 2014-03-31 | $695,749 |
| Total plan assets at beginning of year | 2014-03-31 | $648,484 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $6,187 |
| Other income received | 2014-03-31 | $53,452 |
| Net income (gross income less expenses) | 2014-03-31 | $47,265 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $695,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $648,484 |
| 2013 : MUNDIE & CO PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-03-31 | $5,949 |
| Total income from all sources | 2013-03-31 | $57,297 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $3,467 |
| Total plan assets at end of year | 2013-03-31 | $648,484 |
| Total plan assets at beginning of year | 2013-03-31 | $600,603 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $3,467 |
| Other income received | 2013-03-31 | $57,297 |
| Net income (gross income less expenses) | 2013-03-31 | $53,830 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $648,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $594,654 |
| 2012 : MUNDIE & CO PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-03-31 | $5,949 |
| Total income from all sources | 2012-03-31 | $9,949 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $150 |
| Total plan assets at end of year | 2012-03-31 | $600,603 |
| Total plan assets at beginning of year | 2012-03-31 | $584,855 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $150 |
| Other income received | 2012-03-31 | $9,898 |
| Net income (gross income less expenses) | 2012-03-31 | $9,799 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $594,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $584,855 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $51 |
| 2011 : MUNDIE & CO PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-03-31 | $47,280 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $150 |
| Total plan assets at end of year | 2011-03-31 | $584,855 |
| Total plan assets at beginning of year | 2011-03-31 | $537,725 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $150 |
| Other income received | 2011-03-31 | $47,280 |
| Net income (gross income less expenses) | 2011-03-31 | $47,130 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $584,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $537,725 |
| 2022: MUNDIE & CO PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Plan funding arrangement – Trust | Yes |
| 2022-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MUNDIE & CO PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MUNDIE & CO PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MUNDIE & CO PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MUNDIE & CO PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MUNDIE & CO PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MUNDIE & CO PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MUNDIE & CO PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MUNDIE & CO PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MUNDIE & CO PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MUNDIE & CO PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MUNDIE & CO PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MUNDIE & CO PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Plan funding arrangement – Trust | Yes |
| 2010-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MUNDIE & CO PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
