401k Plan data: MARSHALL EXCELSIOR COMPANY 401(K) PLAN plan

MARSHALL EXCELSIOR COMPANY 401(K) PLAN 401k Plan overview

Plan Name	MARSHALL EXCELSIOR COMPANY 401(K) PLAN
Plan identification number	001

MARSHALL EXCELSIOR COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARSHALL EXCELSIOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MARSHALL EXCELSIOR COMPANY

Employer identification number (EIN): 382155581

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHALL EXCELSIOR COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 JACQUELYN MURRAY JACQUELYN MURRAY 2018-10-12
001 2016-01-01 ALEESHA MYERS ALEESHA MYERS 2017-09-28
001 2015-01-01 CORINNE DOMINGO CORINNE DOMINGO 2016-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	JACQUELYN MURRAY	JACQUELYN MURRAY	2018-10-12
001	2016-01-01	ALEESHA MYERS	ALEESHA MYERS	2017-09-28
001	2015-01-01	CORINNE DOMINGO	CORINNE DOMINGO	2016-10-17

Plan Statistics for MARSHALL EXCELSIOR COMPANY 401(K) PLAN

401k plan membership statisitcs for MARSHALL EXCELSIOR COMPANY 401(K) PLAN

Measure Date Value
2022: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 239
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 286
Number of participants with account balances 2022-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 245
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 44
Total of all active and inactive participants 2021-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 290
Number of participants with account balances 2021-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 206
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 226
Number of participants with account balances 2020-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 191
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 243
Number of participants with account balances 2019-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 174
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 206
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 133
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 136
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 151
Number of participants with account balances 2016-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 124
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 131
Number of participants with account balances 2015-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7

Measure	Date	Value
2022: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	239
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	286
Number of participants with account balances	2022-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	245
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	44
Total of all active and inactive participants	2021-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	290
Number of participants with account balances	2021-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	206
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	226
Number of participants with account balances	2020-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	191
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	243
Number of participants with account balances	2019-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	174
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	206
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	133
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	136
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	151
Number of participants with account balances	2016-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	124
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	131
Number of participants with account balances	2015-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7

Financial Data on MARSHALL EXCELSIOR COMPANY 401(K) PLAN

Measure	Date	Value
2022 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
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	$18,868
Total income from all sources (including contributions)	2022-12-31	$320,498
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$492,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$478,308
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,080,479
Value of total assets at end of year	2022-12-31	$4,209,310
Value of total assets at beginning of year	2022-12-31	$4,399,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,652
Total interest from all sources	2022-12-31	$3,821
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$277,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$277,542
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$439,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$754,049
Participant contributions at end of year	2022-12-31	$91,321
Participant contributions at beginning of year	2022-12-31	$119,664
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$18,868
Other income not declared elsewhere	2022-12-31	$21
Administrative expenses (other) incurred	2022-12-31	$11,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-171,603
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,209,310
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,380,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,098,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,273,543
Interest on participant loans	2022-12-31	$3,821
Value of interest in common/collective trusts at end of year	2022-12-31	$19,843
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,041,564
Net investment gain or loss from common/collective trusts	2022-12-31	$199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$324,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$478,308
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	NOVOTNY CPA GROUP PLC
Accountancy firm EIN	2022-12-31	383185476
2021 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$26,966
Total income from all sources (including contributions)	2021-12-31	$1,571,169
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$287,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$260,954
Expenses. Certain deemed distributions of participant loans	2021-12-31	$637
Value of total corrective distributions	2021-12-31	$18,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,161,814
Value of total assets at end of year	2021-12-31	$4,399,781
Value of total assets at beginning of year	2021-12-31	$3,124,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,208
Total interest from all sources	2021-12-31	$5,837
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$318,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$318,832
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$310,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$588,768
Participant contributions at end of year	2021-12-31	$119,664
Participant contributions at beginning of year	2021-12-31	$128,958
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$292,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$18,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$26,966
Other income not declared elsewhere	2021-12-31	$68
Administrative expenses (other) incurred	2021-12-31	$7,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,283,502
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,380,913
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,097,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,273,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,983,092
Interest on participant loans	2021-12-31	$5,837
Value of interest in common/collective trusts at end of year	2021-12-31	$6,574
Value of interest in common/collective trusts at beginning of year	2021-12-31	$12,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$84,573
Net investment gain or loss from common/collective trusts	2021-12-31	$45
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$280,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$260,954
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NOVOTNY CPA GROUP PLC
Accountancy firm EIN	2021-12-31	383185476
2020 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$26,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,154,223
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$251,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$216,174
Expenses. Certain deemed distributions of participant loans	2020-12-31	$500
Value of total corrective distributions	2020-12-31	$26,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$760,085
Value of total assets at end of year	2020-12-31	$3,124,377
Value of total assets at beginning of year	2020-12-31	$2,194,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,147
Total interest from all sources	2020-12-31	$5,766
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$153,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$153,794
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$220,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$478,914
Participant contributions at end of year	2020-12-31	$128,958
Participant contributions at beginning of year	2020-12-31	$106,514
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$158,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$26,966
Other income not declared elsewhere	2020-12-31	$26
Administrative expenses (other) incurred	2020-12-31	$8,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$902,436
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,097,411
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,194,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,983,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,080,496
Interest on participant loans	2020-12-31	$5,766
Value of interest in common/collective trusts at end of year	2020-12-31	$12,327
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$234,238
Net investment gain or loss from common/collective trusts	2020-12-31	$314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$122,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$216,174
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	NOVOTNY CPA GROUP, PLC
Accountancy firm EIN	2020-12-31	383185476
2019 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$924,790
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$183,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$178,804
Value of total corrective distributions	2019-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$615,584
Value of total assets at end of year	2019-12-31	$2,194,975
Value of total assets at beginning of year	2019-12-31	$1,453,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,127
Total interest from all sources	2019-12-31	$4,079
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$138,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$138,055
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$146,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$408,000
Participant contributions at end of year	2019-12-31	$106,514
Participant contributions at beginning of year	2019-12-31	$61,028
Administrative expenses (other) incurred	2019-12-31	$4,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$741,561
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,194,975
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,453,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,080,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,389,611
Interest on participant loans	2019-12-31	$4,079
Value of interest in common/collective trusts at end of year	2019-12-31	$7,965
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$166,975
Net investment gain or loss from common/collective trusts	2019-12-31	$97
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$207,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$178,804
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STEENSMA NOVOTNY PLC
Accountancy firm EIN	2019-12-31	383185476
2018 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
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	$420,504
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$66,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$63,210
Value of total corrective distributions	2018-12-31	$1,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$483,996
Value of total assets at end of year	2018-12-31	$1,453,414
Value of total assets at beginning of year	2018-12-31	$1,099,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,130
Total interest from all sources	2018-12-31	$2,073
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$95,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$95,947
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$110,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$283,578
Participant contributions at end of year	2018-12-31	$61,028
Participant contributions at beginning of year	2018-12-31	$25,185
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$50,791
Administrative expenses (other) incurred	2018-12-31	$2,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$353,696
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,453,414
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,099,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,389,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,046,099
Interest on participant loans	2018-12-31	$2,073
Value of interest in common/collective trusts at end of year	2018-12-31	$2,775
Value of interest in common/collective trusts at beginning of year	2018-12-31	$28,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-162,165
Net investment gain or loss from common/collective trusts	2018-12-31	$653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$149,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$63,210
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STEENSMA NOVOTNY PLC
Accountancy firm EIN	2018-12-31	383185476
2017 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
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	$513,295
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$180,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$147,749
Value of total corrective distributions	2017-12-31	$18,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$351,611
Value of total assets at end of year	2017-12-31	$1,099,718
Value of total assets at beginning of year	2017-12-31	$766,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,475
Total interest from all sources	2017-12-31	$773
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$34,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$34,931
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$77,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$206,632
Participant contributions at end of year	2017-12-31	$25,185
Participant contributions at beginning of year	2017-12-31	$13,256
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,228
Administrative expenses (other) incurred	2017-12-31	$13,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$333,290
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,099,718
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$766,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,046,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$709,015
Interest on participant loans	2017-12-31	$773
Value of interest in common/collective trusts at end of year	2017-12-31	$28,434
Value of interest in common/collective trusts at beginning of year	2017-12-31	$44,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$116,909
Net investment gain or loss from common/collective trusts	2017-12-31	$9,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$140,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$147,749
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STEENSMA NOVOTNY PLC
Accountancy firm EIN	2017-12-31	383185476
2016 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
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	$411,819
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$72,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$54,625
Value of total corrective distributions	2016-12-31	$8,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$363,533
Value of total assets at end of year	2016-12-31	$766,428
Value of total assets at beginning of year	2016-12-31	$426,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,175
Total interest from all sources	2016-12-31	$304
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$25,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$25,174
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$43,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$224,313
Participant contributions at end of year	2016-12-31	$13,256
Participant contributions at beginning of year	2016-12-31	$3,495
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,972
Administrative expenses (other) incurred	2016-12-31	$9,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$339,709
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$766,428
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$426,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$709,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$416,964
Interest on participant loans	2016-12-31	$304
Value of interest in common/collective trusts at end of year	2016-12-31	$44,157
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$20,380
Net investment gain or loss from common/collective trusts	2016-12-31	$2,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$136,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$54,625
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STEENSMA NOVOTNY PLC
Accountancy firm EIN	2016-12-31	383185476
2015 : MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$497,247
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$70,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$69,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$506,144
Value of total assets at end of year	2015-12-31	$426,719
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$600
Total interest from all sources	2015-12-31	$49
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$18,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$18,100
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$194,431
Participant contributions at end of year	2015-12-31	$3,495
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$184,376
Administrative expenses (other) incurred	2015-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$426,719
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$426,719
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$416,964
Interest on participant loans	2015-12-31	$49
Value of interest in common/collective trusts at end of year	2015-12-31	$6,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-26,911
Net investment gain or loss from common/collective trusts	2015-12-31	$-135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$127,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$69,928
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STEENSMA NOVOTNY PLC
Accountancy firm EIN	2015-12-31	383185476

Form 5500 Responses for MARSHALL EXCELSIOR COMPANY 401(K) PLAN

2022: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARSHALL EXCELSIOR COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARSHALL EXCELSIOR COMPANY
Employer identification number (EIN):	382155581
NAIC Classification:	332900