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THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 401k Plan overview

Plan NameTHE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES
Plan identification number 001

THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

401k Sponsoring company profile

THE MONARCH CEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE MONARCH CEMENT COMPANY
Employer identification number (EIN):480340590
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TONY KASTEN, CPA
0012023-01-01
0012023-01-01TONY KASTEN, CPA
0012023-01-01TONY KASTEN, CPA
0012021-01-01
0012021-01-01TONY KASTEN, CPA
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2018-10-15
0012016-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2017-12-04
0012016-01-01 DEBRA P. ROE, CPA2017-10-05
0012016-01-01 DEBRA P. ROE, CPA2017-10-16
0012015-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2016-10-12
0012014-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2015-10-13
0012012-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2013-08-08
0012011-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2012-10-09
0012009-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2010-10-15
0012009-01-01DEBRA P. ROE, CPA DEBRA P. ROE, CPA2010-10-14

Financial Data on THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES

Measure Date Value
2023 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$3,969,845
Total unrealized appreciation/depreciation of assets2023-12-31$3,969,845
Total income from all sources (including contributions)2023-12-31$4,015,957
Total of all expenses incurred2023-12-31$1,700,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,700,410
Value of total assets at end of year2023-12-31$37,988,333
Value of total assets at beginning of year2023-12-31$35,672,786
Total interest from all sources2023-12-31$500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,315,547
Value of net assets at end of year (total assets less liabilities)2023-12-31$37,988,333
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$35,672,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$37,841,387
Value of interest in master investment trust accounts at beginning of year2023-12-31$35,532,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$146,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$140,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$140,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,700,410
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$1,557,106
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,557,106
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$3,969,845
Total unrealized appreciation/depreciation of assets2023-01-01$3,969,845
Total income from all sources (including contributions)2023-01-01$4,015,957
Total of all expenses incurred2023-01-01$1,700,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,700,410
Value of total assets at end of year2023-01-01$37,988,333
Value of total assets at beginning of year2023-01-01$35,672,786
Total interest from all sources2023-01-01$500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,315,547
Value of net assets at end of year (total assets less liabilities)2023-01-01$37,988,333
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$35,672,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in master investment trust accounts at end of year2023-01-01$37,841,387
Value of interest in master investment trust accounts at beginning of year2023-01-01$35,532,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$146,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,700,410
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$1,557,106
Aggregate carrying amount (costs) on sale of assets2023-01-01$1,557,106
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-2,901,451
Total unrealized appreciation/depreciation of assets2022-01-01$-2,901,451
Total income from all sources (including contributions)2022-01-01$-2,977,351
Total of all expenses incurred2022-01-01$1,574,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,574,743
Value of total assets at end of year2022-01-01$35,672,786
Value of total assets at beginning of year2022-01-01$40,224,880
Total interest from all sources2022-01-01$213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,552,094
Value of net assets at end of year (total assets less liabilities)2022-01-01$35,672,786
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$40,224,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in master investment trust accounts at end of year2022-01-01$35,532,541
Value of interest in master investment trust accounts at beginning of year2022-01-01$40,083,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$140,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,574,743
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$1,451,954
Aggregate carrying amount (costs) on sale of assets2022-01-01$1,451,954
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,749,180
Total unrealized appreciation/depreciation of assets2021-12-31$5,749,180
Total income from all sources (including contributions)2021-12-31$8,689,070
Total of all expenses incurred2021-12-31$1,634,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,634,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$500,000
Value of total assets at end of year2021-12-31$40,224,880
Value of total assets at beginning of year2021-12-31$33,169,823
Total interest from all sources2021-12-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,055,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,224,880
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,169,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$40,083,064
Value of interest in master investment trust accounts at beginning of year2021-12-31$33,024,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$141,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$145,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$145,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,634,013
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,499,732
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,499,732
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,691,724
Total unrealized appreciation/depreciation of assets2020-12-31$1,691,724
Total income from all sources (including contributions)2020-12-31$1,610,639
Total of all expenses incurred2020-12-31$1,678,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,678,770
Value of total assets at end of year2020-12-31$33,169,823
Value of total assets at beginning of year2020-12-31$33,237,954
Total interest from all sources2020-12-31$28
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-68,131
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,169,823
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,237,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$33,024,162
Value of interest in master investment trust accounts at beginning of year2020-12-31$33,092,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$145,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$145,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$145,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,678,770
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,269,205
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,269,205
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,701,884
Total unrealized appreciation/depreciation of assets2019-12-31$3,701,884
Total transfer of assets to this plan2019-12-31$60,000
Total income from all sources (including contributions)2019-12-31$3,809,847
Total of all expenses incurred2019-12-31$1,625,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,625,772
Value of total assets at end of year2019-12-31$33,237,954
Value of total assets at beginning of year2019-12-31$30,993,879
Total interest from all sources2019-12-31$245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,184,075
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,237,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,993,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$33,092,932
Value of interest in master investment trust accounts at beginning of year2019-12-31$30,862,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$145,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$131,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$131,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,625,772
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,571,363
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,571,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,440,012
Total unrealized appreciation/depreciation of assets2018-12-31$-3,440,012
Total income from all sources (including contributions)2018-12-31$-689,862
Total of all expenses incurred2018-12-31$1,482,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,482,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,775,000
Value of total assets at end of year2018-12-31$30,993,879
Value of total assets at beginning of year2018-12-31$33,166,676
Total interest from all sources2018-12-31$158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,172,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,993,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,166,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$30,862,015
Value of interest in master investment trust accounts at beginning of year2018-12-31$33,038,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$131,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$127,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$127,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,775,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,482,935
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,483,698
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,483,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,219,205
Total unrealized appreciation/depreciation of assets2017-12-31$2,219,205
Total income from all sources (including contributions)2017-12-31$6,092,045
Total of all expenses incurred2017-12-31$1,482,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,482,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,832,000
Value of total assets at end of year2017-12-31$33,166,676
Value of total assets at beginning of year2017-12-31$28,556,964
Total interest from all sources2017-12-31$167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,800,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,609,712
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,166,676
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,556,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$33,038,952
Value of interest in master investment trust accounts at beginning of year2017-12-31$28,431,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$127,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$125,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$125,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,832,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,482,333
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,728,705
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,728,705
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,702,468
Total unrealized appreciation/depreciation of assets2016-12-31$4,702,468
Total income from all sources (including contributions)2016-12-31$8,204,968
Total of all expenses incurred2016-12-31$1,413,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,413,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,469,500
Value of total assets at end of year2016-12-31$28,556,964
Value of total assets at beginning of year2016-12-31$21,765,015
Total interest from all sources2016-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
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$6,791,949
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,556,964
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,765,015
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
Value of interest in master investment trust accounts at end of year2016-12-31$28,431,903
Value of interest in master investment trust accounts at beginning of year2016-12-31$21,642,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$125,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$122,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$122,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$3,469,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,413,019
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
Aggregate proceeds on sale of assets2016-12-31$1,662,641
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,662,641
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$833,205
Total of all expenses incurred2015-12-31$1,315,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,315,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,922,000
Value of total assets at end of year2015-12-31$21,765,015
Value of total assets at beginning of year2015-12-31$22,247,501
Total interest from all sources2015-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-482,486
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,765,015
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,247,501
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 in master investment trust accounts at end of year2015-12-31$21,642,435
Value of interest in master investment trust accounts at beginning of year2015-12-31$22,135,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$122,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$111,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$111,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
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
Contributions received in cash from employer2015-12-31$2,922,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,315,691
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$1,697,265
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,697,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,726,924
Total of all expenses incurred2014-12-31$1,231,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,231,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,697,429
Value of total assets at end of year2014-12-31$22,247,501
Value of total assets at beginning of year2014-12-31$20,752,493
Total interest from all sources2014-12-31$2
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,495,008
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,247,501
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,752,493
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 in master investment trust accounts at end of year2014-12-31$22,135,712
Value of interest in master investment trust accounts at beginning of year2014-12-31$20,652,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$111,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$99,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$99,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$1,697,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,231,916
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
Aggregate proceeds on sale of assets2014-12-31$2,550,641
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,550,641
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,887,502
Total of all expenses incurred2013-12-31$1,147,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,147,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,559,714
Value of total assets at end of year2013-12-31$20,752,493
Value of total assets at beginning of year2013-12-31$17,012,115
Total interest from all sources2013-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,740,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,752,493
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,012,115
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 in master investment trust accounts at end of year2013-12-31$20,652,814
Value of interest in master investment trust accounts at beginning of year2013-12-31$16,919,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$99,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$92,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$92,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$1,559,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,147,124
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
Aggregate proceeds on sale of assets2013-12-31$2,369,304
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,369,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,174,470
Total of all expenses incurred2012-12-31$1,046,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,046,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,952,855
Value of total assets at end of year2012-12-31$17,012,115
Value of total assets at beginning of year2012-12-31$14,884,638
Total interest from all sources2012-12-31$2
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,127,477
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,012,115
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,884,638
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 in master investment trust accounts at end of year2012-12-31$16,919,670
Value of interest in master investment trust accounts at beginning of year2012-12-31$14,797,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$92,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$86,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$86,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$1,952,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,046,993
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
Aggregate proceeds on sale of assets2012-12-31$2,330,444
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,330,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,921,632
Total of all expenses incurred2011-12-31$1,033,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,033,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,794,786
Value of total assets at end of year2011-12-31$14,884,638
Value of total assets at beginning of year2011-12-31$13,996,014
Total interest from all sources2011-12-31$1
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$888,624
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,884,638
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,996,014
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 in master investment trust accounts at end of year2011-12-31$14,797,832
Value of interest in master investment trust accounts at beginning of year2011-12-31$13,909,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$86,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$86,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$86,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$1,794,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,033,008
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
Aggregate proceeds on sale of assets2011-12-31$2,243,095
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,243,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,549,895
Total of all expenses incurred2010-12-31$1,045,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,045,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,276,141
Value of total assets at end of year2010-12-31$13,996,014
Value of total assets at beginning of year2010-12-31$12,491,914
Total interest from all sources2010-12-31$79
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,504,100
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,996,014
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,491,914
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 in master investment trust accounts at end of year2010-12-31$13,909,216
Value of interest in master investment trust accounts at beginning of year2010-12-31$12,404,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$86,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$87,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$87,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$79
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$1,276,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,045,795
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
Aggregate proceeds on sale of assets2010-12-31$2,597,855
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,597,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES

2023: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2021: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE MONARCH CEMENT COMPANY RETIREMENT PLAN FOR STAFF EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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