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Plan Name | FORS MARSH 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FORS MARSH GROUP, LLC |
Employer identification number (EIN): | 421558869 |
NAIC Classification: | 541700 |
Additional information about FORS MARSH GROUP, LLC
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2002-11-15 |
Company Identification Number: | S086836 |
Legal Registered Office Address: |
1010 N GLEBE RD STE 510 ARLINGTON United States of America (USA) 22201 |
More information about FORS MARSH GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CHRISTINA DAUGHERTY | SEAN MARSH | 2018-09-26 | |
001 | 2016-01-01 | CHRISTINA DAUGHERTY | 2017-07-25 | SEAN MARSH | 2017-07-25 |
001 | 2015-01-01 | CHRISTINA SKINNER | 2016-05-26 | SEAN MARSH | 2016-07-26 |
001 | 2014-01-01 | CHRISTINA SKINNER | 2015-07-09 | ||
001 | 2013-01-01 | CHRISTINA SKINNER | 2014-08-26 | ||
001 | 2012-01-01 | JASON FORS | 2013-07-11 | ||
001 | 2011-01-01 | JASON MARSH | 2012-07-16 | JASON FORS | 2012-07-12 |
001 | 2010-01-01 | JASON MARSH | 2011-05-03 | JASON FORS | 2011-04-28 |
001 | 2008-01-01 | JASON MARSH | JASON FORS | 2010-12-13 | |
001 | 2007-01-01 | JASON FORS | JASON MARSH | 2010-12-02 |
Measure | Date | Value |
---|---|---|
2022: FORS MARSH 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 375 |
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 | 104 |
Total of all active and inactive participants | 2022-01-01 | 479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 479 |
Number of participants with account balances | 2022-01-01 | 475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 57 |
2021: FORS MARSH 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 370 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 361 |
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 | 94 |
Total of all active and inactive participants | 2021-01-01 | 455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 455 |
Number of participants with account balances | 2021-01-01 | 452 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FORS MARSH 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 298 |
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 | 57 |
Total of all active and inactive participants | 2020-01-01 | 355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 355 |
Number of participants with account balances | 2020-01-01 | 350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FORS MARSH 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 207 |
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 | 44 |
Total of all active and inactive participants | 2019-01-01 | 251 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 251 |
Number of participants with account balances | 2019-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FORS MARSH 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 161 |
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 | 38 |
Total of all active and inactive participants | 2018-01-01 | 199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 199 |
Number of participants with account balances | 2018-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FORS MARSH 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 134 |
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 | 31 |
Total of all active and inactive participants | 2017-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 165 |
Number of participants with account balances | 2017-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2008: FORS MARSH 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 17 |
Number of participants with account balances | 2008-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: FORS MARSH 401(K) PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 16 |
Number of participants with account balances | 2007-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FORS MARSH 401(K) 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 | $979,444 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,134,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,110,727 |
Value of total corrective distributions | 2022-12-31 | $100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,290,838 |
Value of total assets at end of year | 2022-12-31 | $20,998,474 |
Value of total assets at beginning of year | 2022-12-31 | $22,153,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $23,533 |
Total interest from all sources | 2022-12-31 | $7,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $249,467 |
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 | $249,467 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,199,598 |
Participant contributions at end of year | 2022-12-31 | $166,425 |
Participant contributions at beginning of year | 2022-12-31 | $117,076 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $15,905 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $100,064 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $647,176 |
Other income not declared elsewhere | 2022-12-31 | $15,905 |
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 | $-1,154,916 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,998,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,153,390 |
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 | $20,340 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,809,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,931,170 |
Interest on participant loans | 2022-12-31 | $7,524 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,287 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $5,080 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,584,400 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $110 |
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 | $1,444,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,110,727 |
Contract administrator fees | 2022-12-31 | $3,193 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : FORS MARSH 401(K) 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 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,535,423 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,620,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,533,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,585,376 |
Value of total assets at end of year | 2021-12-31 | $22,153,390 |
Value of total assets at beginning of year | 2021-12-31 | $16,237,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $86,347 |
Total interest from all sources | 2021-12-31 | $3,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,010,834 |
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 | $1,010,834 |
Administrative expenses professional fees incurred | 2021-12-31 | $7,959 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,651,057 |
Participant contributions at end of year | 2021-12-31 | $117,076 |
Participant contributions at beginning of year | 2021-12-31 | $9,479 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $100,064 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $103,203 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $713,263 |
Other income not declared elsewhere | 2021-12-31 | $-38,284 |
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 | $5,915,394 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,153,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,237,996 |
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 | $36,266 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,931,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,099,969 |
Interest on participant loans | 2021-12-31 | $3,518 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,080 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $25,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,973,708 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $271 |
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 | $1,221,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,533,682 |
Contract administrator fees | 2021-12-31 | $42,122 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2021-12-31 | 043499945 |
2020 : FORS MARSH 401(K) 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 | $0 |
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 | $6,554,382 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $535,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $493,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,987,323 |
Value of total assets at end of year | 2020-12-31 | $16,237,996 |
Value of total assets at beginning of year | 2020-12-31 | $10,218,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,712 |
Total interest from all sources | 2020-12-31 | $635 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $545,522 |
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 | $545,522 |
Administrative expenses professional fees incurred | 2020-12-31 | $4,863 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $1,946,598 |
Participant contributions at end of year | 2020-12-31 | $9,479 |
Participant contributions at beginning of year | 2020-12-31 | $17,725 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $103,203 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,127,415 |
Other income not declared elsewhere | 2020-12-31 | $40,541 |
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 | $6,019,303 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,237,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,218,693 |
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 | $9,071 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,099,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,194,407 |
Interest on participant loans | 2020-12-31 | $635 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $25,345 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $6,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,979,872 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $489 |
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 | $913,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $493,367 |
Contract administrator fees | 2020-12-31 | $27,778 |
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 | HERTZBACH & COMPANY, P.A. |
Accountancy firm EIN | 2020-12-31 | 521158459 |
2019 : FORS MARSH 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $3,577,401 |
Total income from all sources (including contributions) | 2019-12-31 | $3,577,401 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $483,563 |
Total of all expenses incurred | 2019-12-31 | $483,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $459,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $459,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,888,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,888,652 |
Value of total assets at end of year | 2019-12-31 | $10,218,693 |
Value of total assets at end of year | 2019-12-31 | $10,218,693 |
Value of total assets at beginning of year | 2019-12-31 | $7,124,855 |
Value of total assets at beginning of year | 2019-12-31 | $7,124,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,800 |
Total interest from all sources | 2019-12-31 | $967 |
Total interest from all sources | 2019-12-31 | $967 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $534,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $534,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $534,486 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $534,486 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,288,836 |
Contributions received from participants | 2019-12-31 | $1,288,836 |
Participant contributions at end of year | 2019-12-31 | $17,725 |
Participant contributions at end of year | 2019-12-31 | $17,725 |
Participant contributions at beginning of year | 2019-12-31 | $18,750 |
Participant contributions at beginning of year | 2019-12-31 | $18,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $58,505 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $58,505 |
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 |
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 | $3,093,838 |
Value of net income/loss | 2019-12-31 | $3,093,838 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,218,693 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,218,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,124,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,124,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,194,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,564,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,564,855 |
Interest on participant loans | 2019-12-31 | $967 |
Interest on participant loans | 2019-12-31 | $967 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,561 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,561 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $257,201 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $257,201 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $284,049 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $284,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,146,728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,146,728 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,568 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $541,311 |
Contributions received in cash from employer | 2019-12-31 | $541,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $459,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $459,763 |
Contract administrator fees | 2019-12-31 | $23,800 |
Contract administrator fees | 2019-12-31 | $23,800 |
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 | 2019-12-31 | Yes |
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 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HERTZBACH & COMPANY, P.A. |
Accountancy firm name | 2019-12-31 | HERTZBACH & COMPANY, P.A. |
Accountancy firm EIN | 2019-12-31 | 521158459 |
Accountancy firm EIN | 2019-12-31 | 521158459 |
2018 : FORS MARSH 401(K) 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 | $1,179,439 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,200,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,181,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,614,128 |
Value of total assets at end of year | 2018-12-31 | $7,124,855 |
Value of total assets at beginning of year | 2018-12-31 | $7,145,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,131 |
Total interest from all sources | 2018-12-31 | $2,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $125,354 |
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 | $125,354 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $810,000 |
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 | $930,374 |
Participant contributions at end of year | 2018-12-31 | $18,750 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $266,794 |
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 | $-20,923 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,124,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,145,778 |
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 | $15,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,564,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,686,513 |
Interest on participant loans | 2018-12-31 | $360 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $2,110 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $257,201 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $241,641 |
Asset value of US Government securities at end of year | 2018-12-31 | $284,049 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $217,624 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-562,513 |
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 | $416,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,181,231 |
Contract administrator fees | 2018-12-31 | $4,131 |
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 | HERTZBACH & COMPANY, PA |
Accountancy firm EIN | 2018-12-31 | 521158459 |
2017 : FORS MARSH 401(K) 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 | $2,097,777 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $389,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $374,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,114,669 |
Value of total assets at end of year | 2017-12-31 | $7,145,778 |
Value of total assets at beginning of year | 2017-12-31 | $5,437,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,855 |
Total interest from all sources | 2017-12-31 | $1,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $104,596 |
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 | $104,596 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $736,056 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $1,838 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $31,612 |
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 | $1,707,840 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,145,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,437,938 |
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 | $15,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,686,513 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,029,324 |
Interest on participant loans | 2017-12-31 | $51 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $1,802 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $241,641 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $208,937 |
Asset value of US Government securities at end of year | 2017-12-31 | $217,624 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $197,839 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $862,123 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $14,536 |
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 | $347,001 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $374,082 |
Contract administrator fees | 2017-12-31 | $855 |
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 | HERTZBACH & COMPANY, PA |
Accountancy firm EIN | 2017-12-31 | 521158459 |
2022: FORS MARSH 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FORS MARSH 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FORS MARSH 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FORS MARSH 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FORS MARSH 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FORS MARSH 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2008: FORS MARSH 401(K) PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: FORS MARSH 401(K) PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |