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Plan Name | MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MERIDIAN INDUSTRIES, INC. |
Employer identification number (EIN): | 390732985 |
NAIC Classification: | 314000 |
NAIC Description: | Textile Product Mills |
Additional information about MERIDIAN INDUSTRIES, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1961-04-14 |
Company Identification Number: | 137108 |
Legal Registered Office Address: |
91 AMBROSE AVE Suffolk MALVERNE United States of America (USA) 11565 |
More information about MERIDIAN INDUSTRIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | JOY L. BLOEMER | |||
005 | 2017-01-01 | JOY L. BLOEMER | |||
005 | 2016-01-01 | JOY L. BLOEMER | |||
005 | 2015-01-01 | JOY L. BLOEMER | |||
005 | 2014-01-01 | JOY L. BLOEMER | |||
005 | 2013-01-01 | JOY L. BLOEMER | |||
005 | 2012-01-01 | JOY L. BLOEMER | |||
005 | 2011-01-01 | JOY L. BLOEMER | |||
005 | 2009-01-01 | JOY L. BLOEMER | JOY L. BLOEMER | 2010-07-29 |
Measure | Date | Value |
---|---|---|
2022: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,616 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,087 |
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 | 314 |
Total of all active and inactive participants | 2022-01-01 | 1,401 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 11 |
Total participants | 2022-01-01 | 1,412 |
Number of participants with account balances | 2022-01-01 | 1,392 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 16 |
2021: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,841 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,306 |
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 | 301 |
Total of all active and inactive participants | 2021-01-01 | 1,607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 1,616 |
Number of participants with account balances | 2021-01-01 | 1,523 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 274 |
2020: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,838 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,468 |
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 | 319 |
Total of all active and inactive participants | 2020-01-01 | 1,787 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 1,797 |
Number of participants with account balances | 2020-01-01 | 1,633 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 223 |
2019: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,588 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,542 |
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 | 244 |
Total of all active and inactive participants | 2019-01-01 | 1,786 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 1,790 |
Number of participants with account balances | 2019-01-01 | 1,613 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 165 |
2018: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,511 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,366 |
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 | 219 |
Total of all active and inactive participants | 2018-01-01 | 1,585 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 1,588 |
Number of participants with account balances | 2018-01-01 | 1,474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 160 |
2017: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,376 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,318 |
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 | 192 |
Total of all active and inactive participants | 2017-01-01 | 1,510 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1,511 |
Number of participants with account balances | 2017-01-01 | 1,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 126 |
2016: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,349 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,196 |
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 | 178 |
Total of all active and inactive participants | 2016-01-01 | 1,374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 1,376 |
Number of participants with account balances | 2016-01-01 | 1,327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 124 |
2015: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,323 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,200 |
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 | 148 |
Total of all active and inactive participants | 2015-01-01 | 1,348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1,349 |
Number of participants with account balances | 2015-01-01 | 1,303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 107 |
2014: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,307 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,173 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 147 |
Total of all active and inactive participants | 2014-01-01 | 1,320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 1,323 |
Number of participants with account balances | 2014-01-01 | 1,271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 114 |
2013: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,248 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,199 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 107 |
Total of all active and inactive participants | 2013-01-01 | 1,306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1,307 |
Number of participants with account balances | 2013-01-01 | 1,259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 92 |
2012: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,360 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,162 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 84 |
Total of all active and inactive participants | 2012-01-01 | 1,246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 1,248 |
Number of participants with account balances | 2012-01-01 | 1,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 135 |
2011: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,252 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,222 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 132 |
Total of all active and inactive participants | 2011-01-01 | 1,356 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 1,360 |
Number of participants with account balances | 2011-01-01 | 1,316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 119 |
2009: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,065 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,123 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 69 |
Total of all active and inactive participants | 2009-01-01 | 1,194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1,195 |
Number of participants with account balances | 2009-01-01 | 934 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 101 |
Measure | Date | Value |
---|---|---|
2022 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,949,064 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,396,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,185,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,247,667 |
Value of total assets at end of year | 2022-12-31 | $66,789,850 |
Value of total assets at beginning of year | 2022-12-31 | $80,135,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $210,806 |
Total interest from all sources | 2022-12-31 | $48,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,063,503 |
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 | $1,063,503 |
Administrative expenses professional fees incurred | 2022-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,474,914 |
Participant contributions at end of year | 2022-12-31 | $1,394,467 |
Participant contributions at beginning of year | 2022-12-31 | $1,337,362 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,166,307 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,816,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $73,794 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $10,416 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $10,913 |
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 | $-13,345,417 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $66,789,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $80,135,267 |
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 |
Investment advisory and management fees | 2022-12-31 | $41,503 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $59,322,749 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $72,482,179 |
Interest on participant loans | 2022-12-31 | $48,730 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,196,952 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,879,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,352,572 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $43,608 |
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 | $1,698,959 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,698,959 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,609,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,185,547 |
Contract administrator fees | 2022-12-31 | $161,303 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
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 | WIPFLI LLP |
Accountancy firm EIN | 2022-12-31 | 390758449 |
2021 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $142,828 |
Total income from all sources (including contributions) | 2021-12-31 | $15,307,773 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,775,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,604,089 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,338,387 |
Value of total assets at end of year | 2021-12-31 | $80,135,267 |
Value of total assets at beginning of year | 2021-12-31 | $72,745,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $162,557 |
Total interest from all sources | 2021-12-31 | $53,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,061,006 |
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 | $1,061,006 |
Administrative expenses professional fees incurred | 2021-12-31 | $7,150 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $4,492,524 |
Participant contributions at end of year | 2021-12-31 | $1,337,362 |
Participant contributions at beginning of year | 2021-12-31 | $1,188,724 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $126,961 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,816,195 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,554,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $236,535 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $42 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $142,828 |
Other income not declared elsewhere | 2021-12-31 | $242,185 |
Total non interest bearing cash at end of year | 2021-12-31 | $10,913 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $151 |
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 | $7,532,508 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $80,135,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $72,602,759 |
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 |
Investment advisory and management fees | 2021-12-31 | $32,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $72,482,179 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $64,813,482 |
Interest on participant loans | 2021-12-31 | $53,646 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,879,290 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,050,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,600,259 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,290 |
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 | $1,609,328 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,609,328 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,010,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,604,089 |
Contract administrator fees | 2021-12-31 | $122,907 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
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 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $142,828 |
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 | $14,518,164 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,466,090 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,265,319 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,470,737 |
Value of total assets at end of year | 2020-12-31 | $72,745,587 |
Value of total assets at beginning of year | 2020-12-31 | $68,550,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $198,305 |
Total interest from all sources | 2020-12-31 | $55,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $933,709 |
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 | $933,709 |
Administrative expenses professional fees incurred | 2020-12-31 | $153,707 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
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 | $4,273,685 |
Participant contributions at end of year | 2020-12-31 | $1,188,724 |
Participant contributions at beginning of year | 2020-12-31 | $1,275,946 |
Participant contributions at end of year | 2020-12-31 | $126,961 |
Participant contributions at beginning of year | 2020-12-31 | $10 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,554,739 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,235,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $186,179 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $42 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,948 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $142,828 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $163,478 |
Total non interest bearing cash at end of year | 2020-12-31 | $151 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $58,230 |
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 | $4,052,074 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $72,602,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $68,550,685 |
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 |
Investment advisory and management fees | 2020-12-31 | $44,598 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $64,813,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $63,304,094 |
Interest on participant loans | 2020-12-31 | $55,700 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,050,615 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,688,749 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,847,533 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $47,007 |
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 | $1,010,873 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,010,873 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $984,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,265,319 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2020-12-31 | 390758449 |
2019 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $17,314,033 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,154,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,956,450 |
Value of total corrective distributions | 2019-12-31 | $61 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,301,329 |
Value of total assets at end of year | 2019-12-31 | $68,550,685 |
Value of total assets at beginning of year | 2019-12-31 | $56,390,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $197,741 |
Total interest from all sources | 2019-12-31 | $60,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,284,455 |
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 | $1,284,455 |
Administrative expenses professional fees incurred | 2019-12-31 | $165,047 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
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 | $4,103,643 |
Participant contributions at end of year | 2019-12-31 | $1,275,946 |
Participant contributions at beginning of year | 2019-12-31 | $1,240,865 |
Participant contributions at end of year | 2019-12-31 | $10 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,235,775 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $489,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $211,399 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,948 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,519 |
Other income not declared elsewhere | 2019-12-31 | $202,792 |
Total non interest bearing cash at end of year | 2019-12-31 | $58,230 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,725 |
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 | $12,159,781 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $68,550,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $56,390,904 |
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 |
Investment advisory and management fees | 2019-12-31 | $32,694 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $63,304,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,592,882 |
Interest on participant loans | 2019-12-31 | $60,090 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,688,749 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,028,223 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,431,287 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $34,080 |
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 | $986,287 |
Employer contributions (assets) at end of year | 2019-12-31 | $984,933 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,035,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,956,450 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2019-12-31 | 390758449 |
2018 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $2,994,301 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,659,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,453,874 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,848,583 |
Value of total assets at end of year | 2018-12-31 | $56,390,904 |
Value of total assets at beginning of year | 2018-12-31 | $59,055,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $205,181 |
Total interest from all sources | 2018-12-31 | $47,789 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,229,643 |
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 | $1,229,643 |
Administrative expenses professional fees incurred | 2018-12-31 | $172,641 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
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 | $3,647,984 |
Participant contributions at end of year | 2018-12-31 | $1,240,865 |
Participant contributions at beginning of year | 2018-12-31 | $1,211,161 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $489,733 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $574,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $156,594 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,519 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,450 |
Other income not declared elsewhere | 2018-12-31 | $-111,496 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,725 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,012 |
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 | $-2,664,754 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $56,390,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $59,055,658 |
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 |
Investment advisory and management fees | 2018-12-31 | $32,540 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $52,592,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $53,991,900 |
Interest on participant loans | 2018-12-31 | $47,789 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,028,223 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,226,719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,054,891 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $34,673 |
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 | $1,044,005 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,035,957 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,047,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,453,874 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2018-12-31 | 390758449 |
2017 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $14,447,169 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,622,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,405,015 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,870,360 |
Value of total assets at end of year | 2017-12-31 | $59,055,658 |
Value of total assets at beginning of year | 2017-12-31 | $48,231,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $217,026 |
Total interest from all sources | 2017-12-31 | $42,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $731,434 |
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 | $731,434 |
Administrative expenses professional fees incurred | 2017-12-31 | $177,087 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
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 | $3,408,637 |
Participant contributions at end of year | 2017-12-31 | $1,211,161 |
Participant contributions at beginning of year | 2017-12-31 | $1,226,519 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $574,902 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $409,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $414,209 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $10,297 |
Other income not declared elsewhere | 2017-12-31 | $172,844 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,012 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,114 |
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 | $10,824,190 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $59,055,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $48,231,468 |
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 |
Investment advisory and management fees | 2017-12-31 | $39,939 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $53,991,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $43,007,962 |
Interest on participant loans | 2017-12-31 | $42,872 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,226,719 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,419,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,586,350 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $43,309 |
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 | $1,047,514 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,047,514 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,155,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,405,015 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2017-12-31 | 390758449 |
2016 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $8,140,307 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,077,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,910,812 |
Value of total corrective distributions | 2016-12-31 | $103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,692,657 |
Value of total assets at end of year | 2016-12-31 | $48,231,468 |
Value of total assets at beginning of year | 2016-12-31 | $46,168,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $166,501 |
Total interest from all sources | 2016-12-31 | $38,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $615,898 |
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 | $615,898 |
Administrative expenses professional fees incurred | 2016-12-31 | $138,001 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
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 | $3,120,602 |
Participant contributions at end of year | 2016-12-31 | $1,226,519 |
Participant contributions at beginning of year | 2016-12-31 | $1,089,931 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $409,995 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $320,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $416,888 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $10,297 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $13,052 |
Other income not declared elsewhere | 2016-12-31 | $76,631 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,114 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $192 |
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 | $2,062,891 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $48,231,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $46,168,577 |
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 |
Investment advisory and management fees | 2016-12-31 | $28,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $43,007,962 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $41,606,980 |
Interest on participant loans | 2016-12-31 | $38,515 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,419,414 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,095,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,678,017 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $38,589 |
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 | $1,155,167 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,155,167 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,041,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,910,812 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2016-12-31 | 390758449 |
2015 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $129,341 |
Total income from all sources (including contributions) | 2015-12-31 | $4,371,258 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,883,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,769,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,270,597 |
Value of total assets at end of year | 2015-12-31 | $46,168,577 |
Value of total assets at beginning of year | 2015-12-31 | $45,810,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $114,358 |
Total interest from all sources | 2015-12-31 | $37,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $523,745 |
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 | $523,745 |
Administrative expenses professional fees incurred | 2015-12-31 | $6,950 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $2,591 |
Contributions received from participants | 2015-12-31 | $2,981,457 |
Participant contributions at end of year | 2015-12-31 | $1,089,931 |
Participant contributions at beginning of year | 2015-12-31 | $1,105,578 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $118,405 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $320,988 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $429,583 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $247,341 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $13,052 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $38,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $129,341 |
Other income not declared elsewhere | 2015-12-31 | $-120,405 |
Administrative expenses (other) incurred | 2015-12-31 | $78,908 |
Total non interest bearing cash at end of year | 2015-12-31 | $192 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $29,142 |
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 | $487,266 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $46,168,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,681,311 |
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 |
Investment advisory and management fees | 2015-12-31 | $28,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $41,606,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $40,738,512 |
Interest on participant loans | 2015-12-31 | $37,129 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,095,635 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,340,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-372,094 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $32,286 |
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 | $1,041,799 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,041,799 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,010,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,769,634 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2015-12-31 | 390758449 |
2014 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $129,341 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,866,477 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,963,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,835,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,972,584 |
Value of total assets at end of year | 2014-12-31 | $45,810,652 |
Value of total assets at beginning of year | 2014-12-31 | $41,778,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $127,915 |
Total interest from all sources | 2014-12-31 | $32,534 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $479,120 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $479,120 |
Administrative expenses professional fees incurred | 2014-12-31 | $6,950 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $2,591 |
Contributions received from participants | 2014-12-31 | $2,697,444 |
Participant contributions at end of year | 2014-12-31 | $1,105,578 |
Participant contributions at beginning of year | 2014-12-31 | $841,997 |
Participant contributions at end of year | 2014-12-31 | $118,405 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $429,583 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $350,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $250,545 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $38,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $5,739 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $129,341 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $65,172 |
Administrative expenses (other) incurred | 2014-12-31 | $105,340 |
Total non interest bearing cash at end of year | 2014-12-31 | $29,142 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,902,880 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,681,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $41,778,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $15,625 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $40,738,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $37,403,754 |
Interest on participant loans | 2014-12-31 | $32,534 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,340,443 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,278,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,284,051 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $33,016 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,024,595 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,010,589 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $897,692 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,835,682 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,252 |
Total income from all sources (including contributions) | 2013-12-31 | $11,769,179 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,507,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,457,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,689,214 |
Value of total assets at end of year | 2013-12-31 | $41,778,431 |
Value of total assets at beginning of year | 2013-12-31 | $32,520,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $50,148 |
Total interest from all sources | 2013-12-31 | $27,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $374,056 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $374,056 |
Administrative expenses professional fees incurred | 2013-12-31 | $6,950 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,565,551 |
Participant contributions at end of year | 2013-12-31 | $841,997 |
Participant contributions at beginning of year | 2013-12-31 | $801,174 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $350,932 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $204,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $225,971 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $5,739 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $10,827 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $4,252 |
Other income not declared elsewhere | 2013-12-31 | $105,734 |
Administrative expenses (other) incurred | 2013-12-31 | $35,198 |
Total non interest bearing cash at end of year | 2013-12-31 | $135 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $43 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $9,261,841 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $41,778,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,516,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $37,403,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,292,235 |
Interest on participant loans | 2013-12-31 | $27,376 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,278,182 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $9,371,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,763,856 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $808,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $897,692 |
Employer contributions (assets) at end of year | 2013-12-31 | $897,692 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $841,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,457,190 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2013-12-31 | 390758449 |
2012 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,252 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,782 |
Total income from all sources (including contributions) | 2012-12-31 | $7,273,992 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,627,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,563,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,386,719 |
Value of total assets at end of year | 2012-12-31 | $32,520,842 |
Value of total assets at beginning of year | 2012-12-31 | $28,882,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $64,197 |
Total interest from all sources | 2012-12-31 | $28,180 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $265,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $265,453 |
Administrative expenses professional fees incurred | 2012-12-31 | $6,950 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,387,333 |
Participant contributions at end of year | 2012-12-31 | $801,174 |
Participant contributions at beginning of year | 2012-12-31 | $795,749 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $204,400 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $202,759 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $158,342 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $10,827 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $22,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $4,252 |
Other income not declared elsewhere | 2012-12-31 | $-32,243 |
Administrative expenses (other) incurred | 2012-12-31 | $49,247 |
Total non interest bearing cash at end of year | 2012-12-31 | $43 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,646,732 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,516,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,869,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,292,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,417,571 |
Interest on participant loans | 2012-12-31 | $28,180 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,371,119 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $8,523,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,732,981 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $892,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $841,044 |
Employer contributions (assets) at end of year | 2012-12-31 | $841,044 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $920,082 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,563,063 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $12,782 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2012-12-31 | 390758449 |
2011 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,782 |
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 | $2,549,909 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,837,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,763,258 |
Value of total corrective distributions | 2011-12-31 | $12,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,228,772 |
Value of total assets at end of year | 2011-12-31 | $28,882,640 |
Value of total assets at beginning of year | 2011-12-31 | $28,157,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $61,160 |
Total interest from all sources | 2011-12-31 | $27,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $196,560 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $196,560 |
Administrative expenses professional fees incurred | 2011-12-31 | $6,950 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,125,682 |
Participant contributions at end of year | 2011-12-31 | $795,749 |
Participant contributions at beginning of year | 2011-12-31 | $650,725 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $202,759 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $148,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $171,735 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $22,712 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $11,404 |
Other income not declared elsewhere | 2011-12-31 | $-27,006 |
Administrative expenses (other) incurred | 2011-12-31 | $46,210 |
Total non interest bearing cash at end of year | 2011-12-31 | $309 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $23 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $712,709 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,869,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,157,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,417,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,989,781 |
Interest on participant loans | 2011-12-31 | $27,104 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,523,458 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,544,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-782,317 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-93,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $931,355 |
Employer contributions (assets) at end of year | 2011-12-31 | $920,082 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $812,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,763,258 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $12,782 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2011-12-31 | 390758449 |
2010 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $205,056 |
Total income from all sources (including contributions) | 2010-12-31 | $6,329,816 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,466,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,412,174 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,964,453 |
Value of total assets at end of year | 2010-12-31 | $28,157,149 |
Value of total assets at beginning of year | 2010-12-31 | $23,498,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $54,153 |
Total interest from all sources | 2010-12-31 | $28,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $187,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $187,527 |
Administrative expenses professional fees incurred | 2010-12-31 | $7,200 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,910,777 |
Participant contributions at end of year | 2010-12-31 | $650,725 |
Participant contributions at beginning of year | 2010-12-31 | $513,372 |
Participant contributions at beginning of year | 2010-12-31 | $90,621 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $148,368 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $94,922 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $241,497 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $11,404 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,515 |
Other income not declared elsewhere | 2010-12-31 | $21,195 |
Administrative expenses (other) incurred | 2010-12-31 | $38,953 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $205,056 |
Total non interest bearing cash at end of year | 2010-12-31 | $23 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $15,867 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,863,489 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,157,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,293,660 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $8,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $18,989,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $15,802,802 |
Interest on participant loans | 2010-12-31 | $28,733 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,544,669 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,145,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,420,732 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $707,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $812,179 |
Employer contributions (assets) at end of year | 2010-12-31 | $812,179 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $828,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,412,174 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2010-12-31 | 390758449 |
2009 : MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MERIDIAN INDUSTRIES, INC. RETIREMENT 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 | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
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 | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MERIDIAN INDUSTRIES, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |