MAGNUSON INCORPORATED has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: MAGNUSON RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-04-01 | 0 |
| Total of all active and inactive participants | 2023-04-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-04-01 | 0 |
| Total participants | 2023-04-01 | 0 |
| Number of participants with account balances | 2023-04-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-04-01 | 0 |
| 2022: MAGNUSON RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
| Total participants | 2022-04-01 | 2 |
| Number of participants with account balances | 2022-04-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
| 2021: MAGNUSON RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
| Total participants | 2021-04-01 | 2 |
| Number of participants with account balances | 2021-04-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
| 2020: MAGNUSON RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
| Total participants | 2020-04-01 | 1 |
| Number of participants with account balances | 2020-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
| 2019: MAGNUSON RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Total participants | 2019-04-01 | 1 |
| Number of participants with account balances | 2019-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
| 2018: MAGNUSON RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 1 |
| Total of all active and inactive participants | 2018-04-01 | 1 |
| Total participants | 2018-04-01 | 1 |
| Number of participants with account balances | 2018-04-01 | 1 |
| 2017: MAGNUSON RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 1 |
| Total of all active and inactive participants | 2017-04-01 | 1 |
| Total participants | 2017-04-01 | 1 |
| Number of participants with account balances | 2017-04-01 | 1 |
| 2016: MAGNUSON RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 1 |
| Total of all active and inactive participants | 2016-04-01 | 1 |
| Total participants | 2016-04-01 | 1 |
| Number of participants with account balances | 2016-04-01 | 1 |
| 2015: MAGNUSON RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 1 |
| Total of all active and inactive participants | 2015-04-01 | 1 |
| Total participants | 2015-04-01 | 1 |
| Number of participants with account balances | 2015-04-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : MAGNUSON RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $-126 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $402,773 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $402,768 |
| Total plan assets at end of year | 2023-07-31 | $0 |
| Total plan assets at beginning of year | 2023-07-31 | $402,899 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $5 |
| Other income received | 2023-07-31 | $-126 |
| Net income (gross income less expenses) | 2023-07-31 | $-402,899 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $402,899 |
| Total income from all sources | 2023-03-31 | $70,767 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $0 |
| Total plan assets at end of year | 2023-03-31 | $402,899 |
| Total plan assets at beginning of year | 2023-03-31 | $332,132 |
| Other income received | 2023-03-31 | $70,767 |
| Net income (gross income less expenses) | 2023-03-31 | $70,767 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $402,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $332,132 |
| Assets. Value of employer securities | 2023-03-31 | $103,641 |
| 2022 : MAGNUSON RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $96,561 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $0 |
| Total plan assets at end of year | 2022-03-31 | $332,132 |
| Total plan assets at beginning of year | 2022-03-31 | $235,571 |
| Total contributions received or receivable from participants | 2022-03-31 | $51,687 |
| Other income received | 2022-03-31 | $44,874 |
| Net income (gross income less expenses) | 2022-03-31 | $96,561 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $332,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $235,571 |
| Assets. Value of employer securities | 2022-03-31 | $280,000 |
| 2021 : MAGNUSON RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $-15,000 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $0 |
| Total plan assets at end of year | 2021-03-31 | $235,571 |
| Total plan assets at beginning of year | 2021-03-31 | $250,571 |
| Other income received | 2021-03-31 | $-15,000 |
| Net income (gross income less expenses) | 2021-03-31 | $-15,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $235,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $250,571 |
| Assets. Value of employer securities | 2021-03-31 | $235,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
| 2020 : MAGNUSON RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $15,000 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $0 |
| Total plan assets at end of year | 2020-03-31 | $250,571 |
| Total plan assets at beginning of year | 2020-03-31 | $235,571 |
| Other income received | 2020-03-31 | $15,000 |
| Net income (gross income less expenses) | 2020-03-31 | $15,000 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $250,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $235,571 |
| Assets. Value of employer securities | 2020-03-31 | $250,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-03-31 | $0 |
| 2019 : MAGNUSON RETIREMENT PLAN 2019 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2019-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-03-31 | $0 |
| 2018 : MAGNUSON RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-03-31 | $5,000 |
| Total plan assets at end of year | 2018-03-31 | $225,571 |
| Total plan assets at beginning of year | 2018-03-31 | $220,571 |
| Other income received | 2018-03-31 | $5,000 |
| Net income (gross income less expenses) | 2018-03-31 | $5,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $225,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $220,571 |
| Assets. Value of employer securities | 2018-03-31 | $225,000 |
| Funding deficiency by the employer to the plan for this plan year | 2018-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-03-31 | $0 |
| 2017 : MAGNUSON RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $-14,900 |
| Total plan assets at end of year | 2017-03-31 | $220,571 |
| Total plan assets at beginning of year | 2017-03-31 | $235,471 |
| Other income received | 2017-03-31 | $-14,900 |
| Net income (gross income less expenses) | 2017-03-31 | $-14,900 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $220,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $235,471 |
| Assets. Value of employer securities | 2017-03-31 | $220,000 |
| Funding deficiency by the employer to the plan for this plan year | 2017-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-03-31 | $0 |
| 2016 : MAGNUSON RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $235,471 |
| Total plan assets at end of year | 2016-03-31 | $235,471 |
| Contributions received from other sources (not participants or employers) | 2016-03-31 | $235,469 |
| Other income received | 2016-03-31 | $2 |
| Net income (gross income less expenses) | 2016-03-31 | $235,471 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $235,471 |
| Assets. Value of employer securities | 2016-03-31 | $234,900 |
| Funding deficiency by the employer to the plan for this plan year | 2016-03-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-03-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-03-31 | $0 |
| 2023: MAGNUSON RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | Yes |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Trust | Yes |
| 2023-04-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MAGNUSON RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Trust | Yes |
| 2022-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MAGNUSON RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MAGNUSON RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MAGNUSON RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MAGNUSON RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MAGNUSON RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MAGNUSON RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MAGNUSON RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | First time form 5500 has been submitted | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
