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MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameMARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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

MARSHFIELD INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MARSHFIELD INVESTMENT COMPANY
Employer identification number (EIN):430895669
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01WHITLEY LANE WHITLEY LANE2016-08-18
0022014-01-01WHITLEY LANCASTER WHITLEY LANCASTER2015-10-15
0022013-01-01WHITLEY LANCASTER
0022012-01-01LORI SHAKLEE
0022011-01-01LORI SHAKLEE
0022010-01-01LYN KLEIBER
0022009-01-01LYN KLEIBER

Plan Statistics for MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01218
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01218
Total of all active and inactive participants2016-01-01218
Total participants2016-01-01218
Number of participants with account balances2016-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01100
Total of all active and inactive participants2015-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01227
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01219
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01228
Total participants2014-01-01228
Number of participants with account balances2014-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01194
Total participants2012-01-01194
Number of participants with account balances2012-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01198
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01181
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01201
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01190
Number of participants with account balances2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01197
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$43,200
Total of all expenses incurred2017-06-30$270,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$270,586
Value of total assets at end of year2017-06-30$0
Value of total assets at beginning of year2017-06-30$313,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$300,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$43,200
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$13,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-270,586
Value of net assets at end of year (total assets less liabilities)2017-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$270,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$270,586
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2017-06-30431365401
2016 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,023
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,215,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,080,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$313,786
Value of total assets at beginning of year2016-12-31$15,452,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,970
Total interest from all sources2016-12-31$33,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$134,970
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$300,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$300,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$43,200
Total non interest bearing cash at end of year2016-12-31$13,786
Total non interest bearing cash at beginning of year2016-12-31$3,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-15,182,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$270,586
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,452,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,149,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,149,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,080,373
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2016-12-31431365401
2015 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,878,656
Expenses. Interest paid2015-12-31$216,952
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$216,952
Total income from all sources (including contributions)2015-12-31$14,117,441
Total loss/gain on sale of assets2015-12-31$14,108,989
Total of all expenses incurred2015-12-31$222,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$15,452,906
Value of total assets at beginning of year2015-12-31$7,436,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$8,448
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$300,247
Other income not declared elsewhere2015-12-31$4
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$3,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,894,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,452,906
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,557,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,149,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$540,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$540,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at beginning of year2015-12-31$6,896,534
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,511
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$21,005,523
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,896,534
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$5,878,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2015-12-31431365401
2014 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,765,184
Total unrealized appreciation/depreciation of assets2014-12-31$1,765,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,878,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,694,392
Expenses. Interest paid2014-12-31$329,364
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$329,364
Total income from all sources (including contributions)2014-12-31$3,018,409
Total of all expenses incurred2014-12-31$383,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,145,100
Value of total assets at end of year2014-12-31$7,436,584
Value of total assets at beginning of year2014-12-31$5,617,910
Total interest from all sources2014-12-31$116
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$108,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,634,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,557,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-1,076,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$540,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$486,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$486,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$6,896,534
Assets. Invements in employer securities at beginning of year2014-12-31$5,131,350
Contributions received in cash from employer2014-12-31$1,145,100
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$108,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,635
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$5,878,656
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$6,694,392
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2014-12-31431365401
2013 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$769,703
Total unrealized appreciation/depreciation of assets2013-12-31$769,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,694,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,865,608
Expenses. Interest paid2013-12-31$367,616
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$367,616
Total income from all sources (including contributions)2013-12-31$1,915,192
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$391,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,145,100
Value of total assets at end of year2013-12-31$5,617,910
Value of total assets at beginning of year2013-12-31$5,265,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,500
Total interest from all sources2013-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$393,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,523,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$-1,076,482
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-2,600,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$486,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$878,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$878,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$5,131,350
Assets. Invements in employer securities at beginning of year2013-12-31$4,361,647
Contributions received in cash from employer2013-12-31$1,145,100
Employer contributions (assets) at beginning of year2013-12-31$24,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,175
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$6,694,392
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$7,471,876
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2013-12-31431365401
2012 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,008,068
Total unrealized appreciation/depreciation of assets2012-12-31$2,008,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,865,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,864,612
Expenses. Interest paid2012-12-31$368,841
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$368,841
Total income from all sources (including contributions)2012-12-31$2,402,264
Total of all expenses incurred2012-12-31$435,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$393,732
Value of total assets at end of year2012-12-31$5,265,225
Value of total assets at beginning of year2012-12-31$3,296,997
Total interest from all sources2012-12-31$464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$393,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,967,232
Value of net assets at end of year (total assets less liabilities)2012-12-31$-2,600,383
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-4,567,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$878,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$575,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$575,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$4,361,647
Assets. Invements in employer securities at beginning of year2012-12-31$2,353,579
Contributions received in cash from employer2012-12-31$393,732
Employer contributions (assets) at end of year2012-12-31$24,891
Employer contributions (assets) at beginning of year2012-12-31$367,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$66,191
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$7,471,876
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$7,864,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2012-12-31431365401
2011 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,409,411
Total unrealized appreciation/depreciation of assets2011-12-31$-1,409,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,864,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,870,731
Expenses. Interest paid2011-12-31$368,841
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$368,841
Total income from all sources (including contributions)2011-12-31$-1,040,437
Total of all expenses incurred2011-12-31$487,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$118,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$368,841
Value of total assets at end of year2011-12-31$3,296,997
Value of total assets at beginning of year2011-12-31$4,831,188
Total interest from all sources2011-12-31$133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,528,072
Value of net assets at end of year (total assets less liabilities)2011-12-31$-4,567,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-3,039,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$575,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$694,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$694,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$2,353,579
Assets. Invements in employer securities at beginning of year2011-12-31$3,762,990
Contributions received in cash from employer2011-12-31$368,841
Employer contributions (assets) at end of year2011-12-31$367,845
Employer contributions (assets) at beginning of year2011-12-31$373,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$118,794
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$7,864,612
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$7,870,731
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2011-12-31431365401
2010 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-752,598
Total unrealized appreciation/depreciation of assets2010-12-31$-752,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,870,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,866,576
Expenses. Interest paid2010-12-31$373,964
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$373,964
Total income from all sources (including contributions)2010-12-31$-378,303
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$383,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$373,964
Value of total assets at end of year2010-12-31$4,831,188
Value of total assets at beginning of year2010-12-31$5,589,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$331
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-762,053
Value of net assets at end of year (total assets less liabilities)2010-12-31$-3,039,543
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-2,277,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$694,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$703,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$703,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$3,762,990
Assets. Invements in employer securities at beginning of year2010-12-31$4,515,588
Contributions received in cash from employer2010-12-31$373,964
Employer contributions (assets) at end of year2010-12-31$373,964
Employer contributions (assets) at beginning of year2010-12-31$369,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,786
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$7,870,731
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$7,866,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2010-12-31431365401
2009 : MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2017: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARSHFIELD INVESTMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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