MELLEN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019 : MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-01-31 | $-1,955,610 |
| Total plan liabilities at end of year | 2019-01-31 | $0 |
| Total plan liabilities at beginning of year | 2019-01-31 | $0 |
| Total income from all sources | 2019-01-31 | $133,379 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $1,042 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $1,042 |
| Total plan assets at end of year | 2019-01-31 | $0 |
| Total plan assets at beginning of year | 2019-01-31 | $1,823,273 |
| Value of fidelity bond covering the plan | 2019-01-31 | $119,000 |
| Assets. Value of tangible personal property | 2019-01-31 | $0 |
| Total contributions received or receivable from participants | 2019-01-31 | $3,664 |
| Assets. Value of loans (other than to participants) | 2019-01-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-01-31 | $0 |
| Other income received | 2019-01-31 | $129,715 |
| Noncash contributions received | 2019-01-31 | $0 |
| Net income (gross income less expenses) | 2019-01-31 | $132,337 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $1,823,273 |
| Assets. Value of participant loans | 2019-01-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-01-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-01-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-01-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2019-01-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-01-31 | $0 |
| Assets. Value of employer securities | 2019-01-31 | $0 |
| Assets. Value of employer real property | 2019-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-01-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-01-31 | $0 |
| Value of corrective distributions | 2019-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-31 | $0 |
| 2018 : MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-6,615 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $114,308 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $112,683 |
| Total plan assets at end of year | 2018-12-31 | $1,823,273 |
| Total plan assets at beginning of year | 2018-12-31 | $1,944,196 |
| Value of fidelity bond covering the plan | 2018-12-31 | $119,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $69,993 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-122,566 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-120,923 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,823,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,944,196 |
| Assets. Value of participant loans | 2018-12-31 | $9,831 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $45,958 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,625 |
| 2017 : MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $332,651 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,329 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,029 |
| Total plan assets at end of year | 2017-12-31 | $1,944,196 |
| Total plan assets at beginning of year | 2017-12-31 | $1,613,874 |
| Value of fidelity bond covering the plan | 2017-12-31 | $119,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $21,294 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $261,206 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $330,322 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,944,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,613,874 |
| Assets. Value of participant loans | 2017-12-31 | $15,974 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,151 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,300 |
| 2016 : MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $219,311 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,305 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $10,005 |
| Total plan assets at end of year | 2016-12-31 | $1,613,874 |
| Total plan assets at beginning of year | 2016-12-31 | $1,405,868 |
| Value of fidelity bond covering the plan | 2016-12-31 | $119,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $62,358 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $125,646 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $208,006 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,613,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,405,868 |
| Assets. Value of participant loans | 2016-12-31 | $21,803 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $31,307 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,300 |
| 2015 : MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $119,412 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,405,868 |
| Total plan assets at beginning of year | 2015-12-31 | $1,286,456 |
| Value of fidelity bond covering the plan | 2015-12-31 | $119,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $41,918 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $24,489 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $119,412 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,405,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,286,456 |
| Assets. Value of participant loans | 2015-12-31 | $29,194 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $53,005 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2019: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING 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: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING 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 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MELLEN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
