401k Plan data: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

MUNDIE & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MUNDIE & COMPANY, INC.

Employer identification number (EIN): 363168649

NAIC Classification: 531320
NAIC Description: Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01
002 2018-04-01
002 2017-04-01 JOHN C. MUNDIE
002 2016-04-01 JOHN C. MUNDIE
002 2015-04-01 JOHN C. MUNDIE
002 2015-04-01
002 2014-04-01 JOHN C. MUNDIE
002 2013-04-01 JOHN C. MUNDIE
002 2012-04-01 JOHN C. MUNDIE
002 2011-04-01 JOHN C MUNDIE
002 2010-04-01 JOHN C MUNDIE
002 2009-04-01 JOHN C MUNDIE

Plan Statistics for MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 1
Total of all active and inactive participants 2022-04-01 1
Total participants 2022-04-01 1
Number of participants with account balances 2022-04-01 1
2021: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 3
Number of retired or separated participants receiving benefits 2015-04-01 3
Total of all active and inactive participants 2015-04-01 6
Total participants 2015-04-01 6
Number of participants with account balances 2015-04-01 3
2014: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-04-01 0
Total of all active and inactive participants 2013-04-01 0
Total participants 2013-04-01 0
2012: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 1
2009: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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
2022: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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	1
Total of all active and inactive participants	2022-04-01	1
Total participants	2022-04-01	1
Number of participants with account balances	2022-04-01	1
2021: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	3
Number of retired or separated participants receiving benefits	2015-04-01	3
Total of all active and inactive participants	2015-04-01	6
Total participants	2015-04-01	6
Number of participants with account balances	2015-04-01	3
2014: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-04-01	0
Total of all active and inactive participants	2013-04-01	0
Total participants	2013-04-01	0
2012: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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	1
2009: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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

Financial Data on MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2023 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-03-31	$-1,228
Expenses. Total of all expenses incurred	2023-03-31	$3,189
Benefits paid (including direct rollovers)	2023-03-31	$3,189
Total plan assets at end of year	2023-03-31	$156,184
Total plan assets at beginning of year	2023-03-31	$160,601
Other income received	2023-03-31	$-1,228
Net income (gross income less expenses)	2023-03-31	$-4,417
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$156,184
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$160,601
Assets. Value of employer securities	2023-03-31	$150,000
2022 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-03-31	$-45
Total plan assets at end of year	2022-03-31	$160,601
Total plan assets at beginning of year	2022-03-31	$160,646
Other income received	2022-03-31	$-45
Net income (gross income less expenses)	2022-03-31	$-45
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$160,601
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$160,646
2021 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-03-31	$870
Total plan assets at end of year	2021-03-31	$160,646
Total plan assets at beginning of year	2021-03-31	$159,776
Other income received	2021-03-31	$870
Net income (gross income less expenses)	2021-03-31	$870
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$160,646
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$159,776
Assets. Value of employer securities	2021-03-31	$150,000
2020 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-03-31	$-589
Total plan assets at end of year	2020-03-31	$159,776
Total plan assets at beginning of year	2020-03-31	$160,365
Other income received	2020-03-31	$-589
Net income (gross income less expenses)	2020-03-31	$-589
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$159,776
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$160,365
Assets. Value of employer securities	2020-03-31	$150,000
2019 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-03-31	$279
Total plan assets at end of year	2019-03-31	$160,365
Total plan assets at beginning of year	2019-03-31	$160,086
Other income received	2019-03-31	$279
Net income (gross income less expenses)	2019-03-31	$279
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$160,365
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$160,086
Assets. Value of employer securities	2019-03-31	$150,000
2018 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-03-31	$217
Total plan assets at end of year	2018-03-31	$160,086
Total plan assets at beginning of year	2018-03-31	$159,869
Other income received	2018-03-31	$217
Net income (gross income less expenses)	2018-03-31	$217
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$160,086
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$159,869
Assets. Value of employer securities	2018-03-31	$150,000
2017 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-03-31	$-25,394
Expenses. Total of all expenses incurred	2017-03-31	$150
Total plan assets at end of year	2017-03-31	$159,869
Total plan assets at beginning of year	2017-03-31	$185,413
Expenses. Other expenses not covered elsewhere	2017-03-31	$150
Other income received	2017-03-31	$-29,563
Net income (gross income less expenses)	2017-03-31	$-25,544
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$159,869
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$185,413
Assets. Value of employer securities	2017-03-31	$150,000
Total contributions received or receivable from employer(s)	2017-03-31	$4,169
2016 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-03-31	$-20,125
Expenses. Total of all expenses incurred	2016-03-31	$150
Total plan assets at end of year	2016-03-31	$185,413
Total plan assets at beginning of year	2016-03-31	$205,688
Expenses. Other expenses not covered elsewhere	2016-03-31	$150
Other income received	2016-03-31	$-20,125
Net income (gross income less expenses)	2016-03-31	$-20,275
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$185,413
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$205,688
Assets. Value of employer securities	2016-03-31	$180,000
2015 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-03-31	$-44,699
Expenses. Total of all expenses incurred	2015-03-31	$150
Total plan assets at end of year	2015-03-31	$205,688
Total plan assets at beginning of year	2015-03-31	$250,537
Expenses. Other expenses not covered elsewhere	2015-03-31	$150
Other income received	2015-03-31	$-44,699
Net income (gross income less expenses)	2015-03-31	$-44,849
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$205,688
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$250,537
Assets. Value of employer securities	2015-03-31	$200,000
2014 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-03-31	$9,888
Expenses. Total of all expenses incurred	2014-03-31	$150
Total plan assets at end of year	2014-03-31	$250,537
Total plan assets at beginning of year	2014-03-31	$240,799
Expenses. Other expenses not covered elsewhere	2014-03-31	$150
Other income received	2014-03-31	$9,888
Net income (gross income less expenses)	2014-03-31	$9,738
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$250,537
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$240,799
2013 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-03-31	$-20,000
Expenses. Total of all expenses incurred	2013-03-31	$150
Total plan assets at end of year	2013-03-31	$240,799
Total plan assets at beginning of year	2013-03-31	$260,949
Expenses. Other expenses not covered elsewhere	2013-03-31	$150
Other income received	2013-03-31	$-20,000
Net income (gross income less expenses)	2013-03-31	$-20,150
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$240,799
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$260,949
Assets. Value of employer securities	2013-03-31	$235,000
2012 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-03-31	$24,114
Expenses. Total of all expenses incurred	2012-03-31	$150
Total plan assets at end of year	2012-03-31	$260,949
Total plan assets at beginning of year	2012-03-31	$236,985
Expenses. Other expenses not covered elsewhere	2012-03-31	$150
Other income received	2012-03-31	$24,114
Net income (gross income less expenses)	2012-03-31	$23,964
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$260,949
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$236,985
Assets. Value of employer securities	2012-03-31	$255,000
2011 : MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-03-31	$10,803
Total plan assets at end of year	2011-03-31	$236,985
Total plan assets at beginning of year	2011-03-31	$226,182
Other income received	2011-03-31	$10,803
Net income (gross income less expenses)	2011-03-31	$10,803
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$236,985
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$226,182
Assets. Value of employer securities	2011-03-31	$230,000

Form 5500 Responses for MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	Yes
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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

Potentially related plans

MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST [EIN = 363168648]

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Company Name:	MUNDIE & COMPANY, INC.
Employer identification number (EIN):	363168649
NAIC Classification:	531320
NAIC Description:	Offices of Real Estate Appraisers