?>
Logo

M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameM.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MJ MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MJ MANAGEMENT SERVICES, INC.
Employer identification number (EIN):383304110
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01KATHLEEN WITUCKI2020-02-21 KATHLEEN WITUCKI2020-02-21
0012018-01-01KATHLEEN WITUCKI2019-10-15 KATHLEEN WITUCKI2019-10-15
0012018-01-01KATHLEEN WITUCKI2019-10-15 KATHLEEN WITUCKI2019-10-15
0012017-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2018-10-15
0012016-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2017-10-11
0012015-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2016-09-27
0012015-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2016-10-17
0012014-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2015-09-30
0012013-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2014-08-21
0012012-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2013-10-15
0012011-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2012-10-15
0012010-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2011-10-17
0012009-01-01KATHLEEN WITUCKI KATHLEEN WITUCKI2011-08-02

Plan Statistics for M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01106
Number of participants with account balances2018-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-0169
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01155
Total participants2016-01-01155
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01207
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01254
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0199
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01325
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01109
Total of all active and inactive participants2010-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01241
Number of participants with account balances2010-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01509
Total number of active participants reported on line 7a of the Form 55002009-01-01222
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01338
Number of participants with account balances2009-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-07-12$0
Total transfer of assets from this plan2019-07-12$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-12$0
Total income from all sources (including contributions)2019-07-12$159,743
Total of all expenses incurred2019-07-12$1,913,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-12$1,907,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-12$0
Value of total assets at end of year2019-07-12$0
Value of total assets at beginning of year2019-07-12$1,753,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-12$5,423
Total interest from all sources2019-07-12$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-12Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-07-12$0
Was this plan covered by a fidelity bond2019-07-12Yes
Value of fidelity bond cover2019-07-12$200,000
If this is an individual account plan, was there a blackout period2019-07-12No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-12$0
Were there any nonexempt tranactions with any party-in-interest2019-07-12No
Contributions received from participants2019-07-12$0
Participant contributions at end of year2019-07-12$0
Participant contributions at beginning of year2019-07-12$5,332
Participant contributions at end of year2019-07-12$0
Participant contributions at beginning of year2019-07-12$0
Income. Received or receivable in cash from other sources (including rollovers)2019-07-12$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-07-12$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-07-12$0
Total non interest bearing cash at end of year2019-07-12$0
Total non interest bearing cash at beginning of year2019-07-12$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-12No
Value of net income/loss2019-07-12$-1,753,455
Value of net assets at end of year (total assets less liabilities)2019-07-12$0
Value of net assets at beginning of year (total assets less liabilities)2019-07-12$1,753,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-12No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-12No
Were any leases to which the plan was party in default or uncollectible2019-07-12No
Interest on participant loans2019-07-12$0
Income. Interest from loans (other than to participants)2019-07-12$0
Income. Interest from US Government securities2019-07-12$0
Income. Interest from corporate debt instruments2019-07-12$0
Value of interest in common/collective trusts at end of year2019-07-12$0
Value of interest in common/collective trusts at beginning of year2019-07-12$1,748,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-07-12$0
Net investment gain/loss from pooled separate accounts2019-07-12$159,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-12No
Was there a failure to transmit to the plan any participant contributions2019-07-12No
Has the plan failed to provide any benefit when due under the plan2019-07-12No
Contributions received in cash from employer2019-07-12$0
Employer contributions (assets) at end of year2019-07-12$0
Employer contributions (assets) at beginning of year2019-07-12$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-12$1,907,775
Contract administrator fees2019-07-12$5,423
Liabilities. Value of benefit claims payable at end of year2019-07-12$0
Liabilities. Value of benefit claims payable at beginning of year2019-07-12$0
Did the plan have assets held for investment2019-07-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-12Yes
Opinion of an independent qualified public accountant for this plan2019-07-12Disclaimer
Accountancy firm name2019-07-12DARNELL & MEYERING, P.C.
Accountancy firm EIN2019-07-12382972294
2018 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-116,237
Total of all expenses incurred2018-12-31$263,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$221,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,296
Value of total assets at end of year2018-12-31$1,753,455
Value of total assets at beginning of year2018-12-31$2,132,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,929
Total interest from all sources2018-12-31$249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$41,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,235
Participant contributions at end of year2018-12-31$5,332
Participant contributions at beginning of year2018-12-31$10,836
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,281
Other income not declared elsewhere2018-12-31$-142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-379,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,753,455
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,132,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,748,123
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,119,310
Interest on participant loans2018-12-31$249
Net investment gain/loss from pooled separate accounts2018-12-31$-153,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,061
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$221,288
Contract administrator fees2018-12-31$408
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2018-12-31382972294
2017 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$418,663
Total of all expenses incurred2017-12-31$228,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$216,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$94,708
Value of total assets at end of year2017-12-31$2,132,909
Value of total assets at beginning of year2017-12-31$1,943,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,369
Total interest from all sources2017-12-31$594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,921
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$46,456
Participant contributions at end of year2017-12-31$10,836
Participant contributions at beginning of year2017-12-31$18,055
Participant contributions at end of year2017-12-31$1,281
Participant contributions at beginning of year2017-12-31$2,105
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$306
Other income not declared elsewhere2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$189,846
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,132,909
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,943,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,119,310
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,921,201
Interest on participant loans2017-12-31$594
Net investment gain/loss from pooled separate accounts2017-12-31$323,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,716
Employer contributions (assets) at end of year2017-12-31$1,482
Employer contributions (assets) at beginning of year2017-12-31$1,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$216,448
Contract administrator fees2017-12-31$448
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2017-12-31382972294
2016 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$180,842
Total of all expenses incurred2016-12-31$165,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$92,453
Value of total assets at end of year2016-12-31$1,943,063
Value of total assets at beginning of year2016-12-31$1,927,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,447
Total interest from all sources2016-12-31$927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$17,799
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$50,230
Participant contributions at end of year2016-12-31$18,055
Participant contributions at beginning of year2016-12-31$25,555
Participant contributions at end of year2016-12-31$2,105
Participant contributions at beginning of year2016-12-31$2,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,943,063
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,927,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,921,201
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,889,283
Interest on participant loans2016-12-31$927
Value of interest in common/collective trusts at beginning of year2016-12-31$7,666
Net investment gain/loss from pooled separate accounts2016-12-31$87,193
Net investment gain or loss from common/collective trusts2016-12-31$269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$42,223
Employer contributions (assets) at end of year2016-12-31$1,396
Employer contributions (assets) at beginning of year2016-12-31$2,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$146,556
Contract administrator fees2016-12-31$648
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2016-12-31382972294
2015 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$88,102
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$217,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$209,435
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$116,857
Value of total assets at end of year2015-12-31$1,927,224
Value of total assets at beginning of year2015-12-31$2,057,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,512
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,306
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$7,280
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$57,587
Participant contributions at end of year2015-12-31$25,555
Participant contributions at beginning of year2015-12-31$37,053
Participant contributions at end of year2015-12-31$2,056
Participant contributions at beginning of year2015-12-31$2,164
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-391
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-129,845
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,927,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,057,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$1,889,283
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,008,923
Interest on participant loans2015-12-31$1,306
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$7,666
Value of interest in common/collective trusts at beginning of year2015-12-31$5,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-29,793
Net investment gain or loss from common/collective trusts2015-12-31$123
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$59,270
Employer contributions (assets) at end of year2015-12-31$2,664
Employer contributions (assets) at beginning of year2015-12-31$3,308
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$209,435
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$1,232
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2015-12-31382972294
2014 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$227,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$340,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$318,405
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$123,524
Value of total assets at end of year2014-12-31$2,057,069
Value of total assets at beginning of year2014-12-31$2,169,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,936
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,103
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$20,652
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$53,882
Participant contributions at end of year2014-12-31$37,053
Participant contributions at beginning of year2014-12-31$7,384
Participant contributions at end of year2014-12-31$2,164
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$504
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-112,428
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,057,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,169,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$2,008,923
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,157,767
Interest on participant loans2014-12-31$1,103
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$5,621
Value of interest in common/collective trusts at beginning of year2014-12-31$3,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$102,709
Net investment gain or loss from common/collective trusts2014-12-31$73
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$69,642
Employer contributions (assets) at end of year2014-12-31$3,308
Employer contributions (assets) at beginning of year2014-12-31$814
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$318,405
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$1,284
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2014-12-31382972294
2013 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$468,889
Total of all expenses incurred2013-12-31$285,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$261,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$122,219
Value of total assets at end of year2013-12-31$2,169,497
Value of total assets at beginning of year2013-12-31$1,986,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,268
Total interest from all sources2013-12-31$449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$23,519
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$51,969
Participant contributions at end of year2013-12-31$7,384
Participant contributions at beginning of year2013-12-31$12,425
Other income not declared elsewhere2013-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$182,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,169,497
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,986,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,157,767
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,972,064
Interest on participant loans2013-12-31$449
Value of interest in common/collective trusts at end of year2013-12-31$3,532
Value of interest in common/collective trusts at beginning of year2013-12-31$1,825
Net investment gain/loss from pooled separate accounts2013-12-31$345,930
Net investment gain or loss from common/collective trusts2013-12-31$-2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,250
Employer contributions (assets) at end of year2013-12-31$814
Employer contributions (assets) at beginning of year2013-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$261,685
Contract administrator fees2013-12-31$749
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2013-12-31382972294
2012 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$417,997
Total of all expenses incurred2012-12-31$442,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$426,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$131,598
Value of total assets at end of year2012-12-31$1,986,561
Value of total assets at beginning of year2012-12-31$2,011,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,446
Total interest from all sources2012-12-31$1,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,559
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$62,800
Participant contributions at end of year2012-12-31$12,425
Participant contributions at beginning of year2012-12-31$29,244
Participant contributions at beginning of year2012-12-31$2,622
Other income not declared elsewhere2012-12-31$1,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-24,989
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,986,561
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,011,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,972,064
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,968,355
Interest on participant loans2012-12-31$1,104
Value of interest in common/collective trusts at end of year2012-12-31$1,825
Value of interest in common/collective trusts at beginning of year2012-12-31$2,242
Net investment gain/loss from pooled separate accounts2012-12-31$284,163
Net investment gain or loss from common/collective trusts2012-12-31$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$68,798
Employer contributions (assets) at end of year2012-12-31$247
Employer contributions (assets) at beginning of year2012-12-31$9,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$426,540
Contract administrator fees2012-12-31$2,887
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2012-12-31382972294
2011 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$89,895
Total of all expenses incurred2011-12-31$416,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$381,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$144,681
Value of total assets at end of year2011-12-31$2,011,550
Value of total assets at beginning of year2011-12-31$2,337,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,464
Total interest from all sources2011-12-31$1,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,021
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$77,395
Participant contributions at end of year2011-12-31$29,244
Participant contributions at beginning of year2011-12-31$34,441
Participant contributions at end of year2011-12-31$2,622
Participant contributions at beginning of year2011-12-31$2,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-326,213
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,011,550
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,337,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,968,355
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,281,120
Interest on participant loans2011-12-31$1,773
Value of interest in common/collective trusts at end of year2011-12-31$2,242
Value of interest in common/collective trusts at beginning of year2011-12-31$13,026
Net investment gain/loss from pooled separate accounts2011-12-31$-56,534
Net investment gain or loss from common/collective trusts2011-12-31$-25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$67,286
Employer contributions (assets) at end of year2011-12-31$9,087
Employer contributions (assets) at beginning of year2011-12-31$6,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$381,644
Contract administrator fees2011-12-31$8,443
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2011-12-31382972294
2010 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$508
Total income from all sources (including contributions)2010-12-31$508,106
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,179,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,152,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$173,721
Value of total assets at end of year2010-12-31$2,337,763
Value of total assets at beginning of year2010-12-31$3,009,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,302
Total interest from all sources2010-12-31$3,938
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$17,228
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$90,982
Participant contributions at end of year2010-12-31$34,441
Participant contributions at beginning of year2010-12-31$86,005
Participant contributions at end of year2010-12-31$2,486
Participant contributions at beginning of year2010-12-31$5,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-671,379
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,337,763
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,009,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,281,120
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,758,786
Interest on participant loans2010-12-31$3,938
Value of interest in common/collective trusts at end of year2010-12-31$13,026
Value of interest in common/collective trusts at beginning of year2010-12-31$155,254
Net investment gain/loss from pooled separate accounts2010-12-31$330,016
Net investment gain or loss from common/collective trusts2010-12-31$431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$82,739
Employer contributions (assets) at end of year2010-12-31$6,690
Employer contributions (assets) at beginning of year2010-12-31$4,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,152,183
Contract administrator fees2010-12-31$10,074
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2010-12-31382972294
2009 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-1,227,105
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$877,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$856,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$1,011,275
Value of total assets at end of year2008-12-31$4,251,072
Value of total assets at beginning of year2008-12-31$6,355,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$20,636
Total interest from all sources2008-12-31$13,206
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$158
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$404,345
Participant contributions at end of year2008-12-31$191,434
Participant contributions at beginning of year2008-12-31$160,788
Participant contributions at end of year2008-12-31$14,402
Participant contributions at beginning of year2008-12-31$16,830
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$100,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2008-12-31$784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-2,104,727
Value of net assets at end of year (total assets less liabilities)2008-12-31$4,250,914
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$6,355,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$6,157,790
Value of interest in pooled separate accounts at end of year2008-12-31$3,955,014
Interest on participant loans2008-12-31$13,206
Value of interest in common/collective trusts at end of year2008-12-31$69,291
Value of interest in common/collective trusts at beginning of year2008-12-31$1
Net investment gain/loss from pooled separate accounts2008-12-31$-2,249,331
Net investment gain or loss from common/collective trusts2008-12-31$-2,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$506,930
Employer contributions (assets) at end of year2008-12-31$20,931
Employer contributions (assets) at beginning of year2008-12-31$20,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$856,202
Contract administrator fees2008-12-31$20,478
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31DARNELL & MEYERING, P.C.
Accountancy firm EIN2008-12-31382972294

Form 5500 Responses for M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

2019: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: M.J. MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-12
Total amount of commissions paid to insurance brokerUSD $1,094
Total amount of fees paid to insurance companyUSD $219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,094
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered106
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,162
Total amount of fees paid to insurance companyUSD $1,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,162
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,905
Total amount of fees paid to insurance companyUSD $2,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,905
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN ASSETS
Insurance broker organization code?3
Insurance broker nameGREAT LAKES PENSION ASSOCIATES, INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,967
Total amount of fees paid to insurance companyUSD $1,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,967
Amount paid for insurance broker fees806
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameGREAT LAKES PENSION ASSOCIATES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,328
Total amount of fees paid to insurance companyUSD $2,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,328
Amount paid for insurance broker fees865
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameGREAT LAKES PENSION ASSOCIATES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered152
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,087
Total amount of fees paid to insurance companyUSD $2,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,087
Amount paid for insurance broker fees987
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameGREAT LAKES PENSION ASSOCIATES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,919
Total amount of fees paid to insurance companyUSD $2,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,919
Amount paid for insurance broker fees985
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameGREAT LAKES PENSION ASSOCIATES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered176
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,350
Total amount of fees paid to insurance companyUSD $1,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,390
Total amount of fees paid to insurance companyUSD $1,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-19590
Policy instance 1
Insurance contract or identification number5-19590
Number of Individuals Covered504
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $11,238
Total amount of fees paid to insurance companyUSD $8,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,238
Amount paid for insurance broker fees8683
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameASHTON YOUNG INC

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3