MONROE ENGINEERING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONROE ENGINEERING, LLC 401(K) PLAN
Measure | Date | Value |
---|
2022 : MONROE ENGINEERING, LLC 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $158,139 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $554,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $523,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,312,597 |
Value of total assets at end of year | 2022-12-31 | $5,825,048 |
Value of total assets at beginning of year | 2022-12-31 | $6,221,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,890 |
Total interest from all sources | 2022-12-31 | $3,423 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $156,205 |
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 | $156,205 |
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 | $914,643 |
Participant contributions at end of year | 2022-12-31 | $84,144 |
Participant contributions at beginning of year | 2022-12-31 | $44,767 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $397,954 |
Administrative expenses (other) incurred | 2022-12-31 | $30,890 |
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 | $-396,595 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,825,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,221,643 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,740,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,176,876 |
Interest on participant loans | 2022-12-31 | $3,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,314,086 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $523,844 |
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 | UHY LLP |
Accountancy firm EIN | 2022-12-31 | 200694403 |
2021 : MONROE ENGINEERING, LLC 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $2,489,453 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $468,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $440,872 |
Value of total corrective distributions | 2021-12-31 | $2,969 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,823,129 |
Value of total assets at end of year | 2021-12-31 | $6,221,643 |
Value of total assets at beginning of year | 2021-12-31 | $4,200,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,774 |
Total interest from all sources | 2021-12-31 | $3,851 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $611,138 |
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 | $611,138 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $421,000 |
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 | $729,026 |
Participant contributions at end of year | 2021-12-31 | $44,767 |
Participant contributions at beginning of year | 2021-12-31 | $83,559 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,094,103 |
Administrative expenses (other) incurred | 2021-12-31 | $24,774 |
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 | $2,020,838 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,221,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,200,805 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,176,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,117,246 |
Interest on participant loans | 2021-12-31 | $3,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $51,335 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $440,872 |
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 | UHY LLP |
Accountancy firm EIN | 2021-12-31 | 200694403 |
2020 : MONROE ENGINEERING, LLC 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,356,923 |
Total transfer of assets from this plan | 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 | $1,020,378 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $441,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $391,062 |
Value of total corrective distributions | 2020-12-31 | $40,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $342,552 |
Value of total assets at end of year | 2020-12-31 | $4,200,805 |
Value of total assets at beginning of year | 2020-12-31 | $1,265,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,635 |
Total interest from all sources | 2020-12-31 | $4,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $82,677 |
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 | $82,677 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $127,000 |
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 | $338,982 |
Participant contributions at end of year | 2020-12-31 | $83,559 |
Participant contributions at beginning of year | 2020-12-31 | $23,829 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,570 |
Administrative expenses (other) incurred | 2020-12-31 | $10,635 |
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 | $578,535 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,200,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,265,347 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,117,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,241,518 |
Interest on participant loans | 2020-12-31 | $4,730 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $590,419 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $391,062 |
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 | UHY LLP |
Accountancy firm EIN | 2020-12-31 | 200694403 |
2019 : MONROE ENGINEERING, LLC 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 transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 income from all sources (including contributions) | 2019-12-31 | $427,180 |
Total income from all sources (including contributions) | 2019-12-31 | $427,180 |
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 | $32,326 |
Total of all expenses incurred | 2019-12-31 | $32,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,465 |
Value of total corrective distributions | 2019-12-31 | $6,231 |
Value of total corrective distributions | 2019-12-31 | $6,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $204,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $204,283 |
Value of total assets at end of year | 2019-12-31 | $1,265,347 |
Value of total assets at end of year | 2019-12-31 | $1,265,347 |
Value of total assets at beginning of year | 2019-12-31 | $870,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,630 |
Total interest from all sources | 2019-12-31 | $1,039 |
Total interest from all sources | 2019-12-31 | $1,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $29,922 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $29,922 |
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 | $29,922 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $29,922 |
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 | $88,000 |
Value of fidelity bond cover | 2019-12-31 | $88,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $204,283 |
Contributions received from participants | 2019-12-31 | $204,283 |
Participant contributions at end of year | 2019-12-31 | $23,829 |
Participant contributions at beginning of year | 2019-12-31 | $15,171 |
Other income not declared elsewhere | 2019-12-31 | $9,835 |
Other income not declared elsewhere | 2019-12-31 | $9,835 |
Administrative expenses (other) incurred | 2019-12-31 | $5,630 |
Administrative expenses (other) incurred | 2019-12-31 | $5,630 |
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 | $394,854 |
Value of net income/loss | 2019-12-31 | $394,854 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,265,347 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,265,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $870,493 |
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 | $1,241,518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,241,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $855,322 |
Interest on participant loans | 2019-12-31 | $1,039 |
Interest on participant loans | 2019-12-31 | $1,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $182,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $182,101 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,465 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,465 |
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 | UHY LLP |
Accountancy firm name | 2019-12-31 | UHY LLP |
Accountancy firm EIN | 2019-12-31 | 200694403 |
Accountancy firm EIN | 2019-12-31 | 200694403 |