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MARCO, INC. PROFIT SHARING PLAN NO. 2 401k Plan overview

Plan NameMARCO, INC. PROFIT SHARING PLAN NO. 2
Plan identification number 004

MARCO, INC. PROFIT SHARING PLAN NO. 2 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

MARCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARCO, INC.
Employer identification number (EIN):410991721
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCO, INC. PROFIT SHARING PLAN NO. 2

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-11-01
0042016-11-01
0042015-11-01
0042014-11-01
0042013-11-01JENNIFER MROZEK
0042012-11-01JENNIFER MROZEK
0042011-11-01JENNIFER MROZEK
0042010-11-01JENNIFER MROZEK
0042009-11-01SUSAN ASPENGREN
0042008-11-01

Plan Statistics for MARCO, INC. PROFIT SHARING PLAN NO. 2

401k plan membership statisitcs for MARCO, INC. PROFIT SHARING PLAN NO. 2

Measure Date Value
2017: MARCO, INC. PROFIT SHARING PLAN NO. 2 2017 401k membership
Total participants, beginning-of-year2017-11-010
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-010
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: MARCO, INC. PROFIT SHARING PLAN NO. 2 2016 401k membership
Total participants, beginning-of-year2016-11-01927
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-010
Number of participants with account balances2016-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: MARCO, INC. PROFIT SHARING PLAN NO. 2 2015 401k membership
Total participants, beginning-of-year2015-11-01819
Total number of active participants reported on line 7a of the Form 55002015-11-01836
Number of retired or separated participants receiving benefits2015-11-0188
Number of other retired or separated participants entitled to future benefits2015-11-013
Total of all active and inactive participants2015-11-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01927
Number of participants with account balances2015-11-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: MARCO, INC. PROFIT SHARING PLAN NO. 2 2014 401k membership
Total participants, beginning-of-year2014-11-01683
Total number of active participants reported on line 7a of the Form 55002014-11-01618
Number of retired or separated participants receiving benefits2014-11-0145
Number of other retired or separated participants entitled to future benefits2014-11-0151
Total of all active and inactive participants2014-11-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01714
Number of participants with account balances2014-11-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: MARCO, INC. PROFIT SHARING PLAN NO. 2 2013 401k membership
Total participants, beginning-of-year2013-11-01537
Total number of active participants reported on line 7a of the Form 55002013-11-01528
Number of retired or separated participants receiving benefits2013-11-0142
Number of other retired or separated participants entitled to future benefits2013-11-0140
Total of all active and inactive participants2013-11-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01610
Number of participants with account balances2013-11-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-0129
2012: MARCO, INC. PROFIT SHARING PLAN NO. 2 2012 401k membership
Total participants, beginning-of-year2012-11-01448
Total number of active participants reported on line 7a of the Form 55002012-11-01376
Number of retired or separated participants receiving benefits2012-11-0112
Number of other retired or separated participants entitled to future benefits2012-11-0186
Total of all active and inactive participants2012-11-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01474
Number of participants with account balances2012-11-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-0118
2011: MARCO, INC. PROFIT SHARING PLAN NO. 2 2011 401k membership
Total participants, beginning-of-year2011-11-01369
Total number of active participants reported on line 7a of the Form 55002011-11-01338
Number of retired or separated participants receiving benefits2011-11-017
Number of other retired or separated participants entitled to future benefits2011-11-0175
Total of all active and inactive participants2011-11-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01420
Number of participants with account balances2011-11-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-0111
2010: MARCO, INC. PROFIT SHARING PLAN NO. 2 2010 401k membership
Total participants, beginning-of-year2010-11-01310
Total number of active participants reported on line 7a of the Form 55002010-11-01255
Number of retired or separated participants receiving benefits2010-11-013
Number of other retired or separated participants entitled to future benefits2010-11-0170
Total of all active and inactive participants2010-11-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01328
Number of participants with account balances2010-11-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-0111
2009: MARCO, INC. PROFIT SHARING PLAN NO. 2 2009 401k membership
Total participants, beginning-of-year2009-11-01275
Total number of active participants reported on line 7a of the Form 55002009-11-01226
Number of retired or separated participants receiving benefits2009-11-012
Number of other retired or separated participants entitled to future benefits2009-11-0153
Total of all active and inactive participants2009-11-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01281
Number of participants with account balances2009-11-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0120

Financial Data on MARCO, INC. PROFIT SHARING PLAN NO. 2

Measure Date Value
2018 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2018 401k financial data
Total plan liabilities at end of year2018-01-31$0
Total plan liabilities at beginning of year2018-01-31$1,332
Total income from all sources2018-01-31$0
Expenses. Total of all expenses incurred2018-01-31$0
Total plan assets at end of year2018-01-31$0
Total plan assets at beginning of year2018-01-31$1,332
Value of fidelity bond covering the plan2018-01-31$1,000,000
Net income (gross income less expenses)2018-01-31$0
Net plan assets at end of year (total assets less liabilities)2018-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$0
2017 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$1,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$13,710
Total income from all sources (including contributions)2017-10-31$130,214
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$47,460,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$47,340,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$0
Value of total assets at end of year2017-10-31$1,332
Value of total assets at beginning of year2017-10-31$47,344,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$120,548
Total interest from all sources2017-10-31$113,669
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-10-31$0
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$1,000,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$11,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$0
Other income not declared elsewhere2017-10-31$16,545
Administrative expenses (other) incurred2017-10-31$120,548
Total non interest bearing cash at end of year2017-10-31$1,332
Total non interest bearing cash at beginning of year2017-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$-47,330,503
Value of net assets at end of year (total assets less liabilities)2017-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$47,330,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$35,844,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$35,844,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$113,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$47,340,169
Liabilities. Value of benefit claims payable at end of year2017-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$13,710
Did the plan have assets held for investment2017-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-10-31410746749
2016 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$13,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$104,230
Total of all expenses incurred2016-10-31$185,048,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$184,954,887
Value of total assets at end of year2016-10-31$47,344,213
Value of total assets at beginning of year2016-10-31$232,275,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$93,967
Total interest from all sources2016-10-31$97,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-10-31$0
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$1,000,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$11,500,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$13,969,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$0
Other income not declared elsewhere2016-10-31$7,169
Administrative expenses (other) incurred2016-10-31$93,967
Total non interest bearing cash at end of year2016-10-31$0
Total non interest bearing cash at beginning of year2016-10-31$1,403,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-184,944,624
Value of net assets at end of year (total assets less liabilities)2016-10-31$47,330,503
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$232,275,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$163,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$35,844,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$216,739,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$216,739,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$97,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$184,954,887
Liabilities. Value of benefit claims payable at end of year2016-10-31$13,710
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$0
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-10-31410746749
2015 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$123,436,271
Total loss/gain on sale of assets2015-10-31$120,495,676
Total of all expenses incurred2015-10-31$7,229,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$7,229,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$2,926,491
Value of total assets at end of year2015-10-31$232,275,127
Value of total assets at beginning of year2015-10-31$116,067,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$40
Total interest from all sources2015-10-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-31$0
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$1,000,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$13,969,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-31$0
Administrative expenses (other) incurred2015-10-31$40
Total non interest bearing cash at end of year2015-10-31$1,403,206
Total non interest bearing cash at beginning of year2015-10-31$15,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$116,207,164
Value of net assets at end of year (total assets less liabilities)2015-10-31$232,275,127
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$116,067,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$163,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$273,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$216,739,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$1,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$1,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$14,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Assets. Invements in employer securities at beginning of year2015-10-31$110,006,127
Contributions received in cash from employer2015-10-31$2,926,491
Employer contributions (assets) at beginning of year2015-10-31$5,771,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$7,229,067
Liabilities. Value of benefit claims payable at end of year2015-10-31$0
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$120,495,676
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-10-31410746749
2014 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$34,998,874
Total unrealized appreciation/depreciation of assets2014-10-31$34,998,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$41,142,426
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$5,798,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$5,798,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$6,090,000
Value of total assets at end of year2014-10-31$116,067,963
Value of total assets at beginning of year2014-10-31$80,723,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$33
Total interest from all sources2014-10-31$1,622
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$1,000,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$0
Administrative expenses (other) incurred2014-10-31$33
Total non interest bearing cash at end of year2014-10-31$15,384
Total non interest bearing cash at beginning of year2014-10-31$4,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$35,344,075
Value of net assets at end of year (total assets less liabilities)2014-10-31$116,067,963
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$80,723,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$273,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$322,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$1,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$2,389,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$2,389,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$1,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$51,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Assets. Invements in employer securities at end of year2014-10-31$110,006,127
Assets. Invements in employer securities at beginning of year2014-10-31$75,007,253
Contributions received in cash from employer2014-10-31$6,090,000
Employer contributions (assets) at end of year2014-10-31$5,771,485
Employer contributions (assets) at beginning of year2014-10-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$5,798,318
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-10-31410746749
2013 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$26,012,218
Total unrealized appreciation/depreciation of assets2013-10-31$26,012,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Expenses. Interest paid2013-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-10-31$0
Total income from all sources (including contributions)2013-10-31$29,083,989
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$1,525,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$1,525,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$3,000,000
Value of total assets at end of year2013-10-31$80,723,888
Value of total assets at beginning of year2013-10-31$53,164,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$0
Total interest from all sources2013-10-31$3,051
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$5,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$5,577
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$1,000,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-10-31$0
Total non interest bearing cash at end of year2013-10-31$4,393
Total non interest bearing cash at beginning of year2013-10-31$19,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$27,558,940
Value of net assets at end of year (total assets less liabilities)2013-10-31$80,723,888
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$53,164,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$322,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$253,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$2,389,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$2,196,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$2,196,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$3,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$63,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Assets. Invements in employer securities at end of year2013-10-31$75,007,253
Assets. Invements in employer securities at beginning of year2013-10-31$48,995,035
Contributions received in cash from employer2013-10-31$3,000,000
Employer contributions (assets) at end of year2013-10-31$3,000,000
Employer contributions (assets) at beginning of year2013-10-31$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$1,525,049
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Liabilities. Value of acquisition indebtedness at beginning of year2013-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-10-31410746749
2012 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-10-31$14,994,680
Total unrealized appreciation/depreciation of assets2012-10-31$14,994,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$68,541
Expenses. Interest paid2012-10-31$214
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-10-31$214
Total income from all sources (including contributions)2012-10-31$16,801,334
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$716,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$715,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$1,768,755
Value of total assets at end of year2012-10-31$53,164,948
Value of total assets at beginning of year2012-10-31$37,148,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$0
Total interest from all sources2012-10-31$4,592
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$4,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$4,414
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Total non interest bearing cash at end of year2012-10-31$19,442
Total non interest bearing cash at beginning of year2012-10-31$3,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$16,085,206
Value of net assets at end of year (total assets less liabilities)2012-10-31$53,164,948
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$37,079,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$253,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$220,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$2,196,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$1,841,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$1,841,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$4,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$28,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Assets. Invements in employer securities at end of year2012-10-31$48,995,035
Assets. Invements in employer securities at beginning of year2012-10-31$34,000,355
Contributions received in cash from employer2012-10-31$1,768,755
Employer contributions (assets) at end of year2012-10-31$1,700,000
Employer contributions (assets) at beginning of year2012-10-31$1,081,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$715,914
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Liabilities. Value of acquisition indebtedness at end of year2012-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-10-31$68,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-10-31410746749
2011 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-10-31$4,992,586
Total unrealized appreciation/depreciation of assets2011-10-31$4,992,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$68,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$874,563
Expenses. Interest paid2011-10-31$19,036
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-10-31$19,036
Total income from all sources (including contributions)2011-10-31$6,988,366
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$603,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$584,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,975,059
Value of total assets at end of year2011-10-31$37,148,283
Value of total assets at beginning of year2011-10-31$31,569,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$13
Total interest from all sources2011-10-31$7,679
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31Yes
Amount of non-exempt transactions with any party-in-interest2011-10-31$100,000
Other income not declared elsewhere2011-10-31$0
Administrative expenses (other) incurred2011-10-31$13
Total non interest bearing cash at end of year2011-10-31$3,761
Total non interest bearing cash at beginning of year2011-10-31$2,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$6,384,907
Value of net assets at end of year (total assets less liabilities)2011-10-31$37,079,742
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$30,694,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$220,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$170,210
Interest earned on other investments2011-10-31$130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$1,841,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$1,389,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$1,389,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$7,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$13,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Assets. Invements in employer securities at end of year2011-10-31$34,000,355
Assets. Invements in employer securities at beginning of year2011-10-31$29,007,769
Contributions received in cash from employer2011-10-31$1,975,059
Employer contributions (assets) at end of year2011-10-31$1,081,595
Employer contributions (assets) at beginning of year2011-10-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$584,410
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$0
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Liabilities. Value of acquisition indebtedness at end of year2011-10-31$68,541
Liabilities. Value of acquisition indebtedness at beginning of year2011-10-31$874,563
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-10-31410746749
2010 : MARCO, INC. PROFIT SHARING PLAN NO. 2 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for MARCO, INC. PROFIT SHARING PLAN NO. 2

2017: MARCO, INC. PROFIT SHARING PLAN NO. 2 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingYes
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: MARCO, INC. PROFIT SHARING PLAN NO. 2 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: MARCO, INC. PROFIT SHARING PLAN NO. 2 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: MARCO, INC. PROFIT SHARING PLAN NO. 2 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: MARCO, INC. PROFIT SHARING PLAN NO. 2 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: MARCO, INC. PROFIT SHARING PLAN NO. 2 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: MARCO, INC. PROFIT SHARING PLAN NO. 2 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: MARCO, INC. PROFIT SHARING PLAN NO. 2 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: MARCO, INC. PROFIT SHARING PLAN NO. 2 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: MARCO, INC. PROFIT SHARING PLAN NO. 2 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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