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MES, INC. 401(K) PLAN 401k Plan overview

Plan NameMES, INC. 401(K) PLAN
Plan identification number 001

MES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MANUFACTURING ENGINEERING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MANUFACTURING ENGINEERING SYSTEMS, INC.
Employer identification number (EIN):521853553
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about MANUFACTURING ENGINEERING SYSTEMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-06-09
Company Identification Number: J18643
Legal Registered Office Address: 3900 COUNTY LINE ROAD #20A

TEQUESTA

33469

More information about MANUFACTURING ENGINEERING SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RITA SHAHANI2023-09-14
0012021-01-01RITA SHAHANI2022-04-08
0012020-01-01RITA SHAHANI2021-09-21
0012019-01-01RITA SHAHANI2020-10-09 RITA SHAHANI2020-10-09
0012018-01-01RITA SHAHANI2019-07-30 RITA SHAHANI2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RITA SHAHANI
0012013-01-01RITA SHAHANI
0012012-01-01RITA SHAHANI2014-05-16
0012011-01-01MARITZA MONTERO2012-07-24
0012010-01-01MARITZA MONTERO2011-06-03

Plan Statistics for MES, INC. 401(K) PLAN

401k plan membership statisitcs for MES, INC. 401(K) PLAN

Measure Date Value
2022: MES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01375
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01133
Total of all active and inactive participants2022-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01335
Number of participants with account balances2022-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01350
Total number of active participants reported on line 7a of the Form 55002021-01-01247
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01377
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01300
Total number of active participants reported on line 7a of the Form 55002020-01-01227
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01305
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01388
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01289
Number of participants with account balances2019-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01421
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01121
Total of all active and inactive participants2018-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01407
Number of participants with account balances2018-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01449
Total number of active participants reported on line 7a of the Form 55002017-01-01311
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01425
Number of participants with account balances2017-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01390
Total number of active participants reported on line 7a of the Form 55002016-01-01367
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01452
Number of participants with account balances2016-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01360
Total number of active participants reported on line 7a of the Form 55002015-01-01316
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01395
Number of participants with account balances2015-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01309
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01355
Number of participants with account balances2014-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01259
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on MES, INC. 401(K) PLAN

Measure Date Value
2022 : MES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-495,450
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$902,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$835,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,245,252
Value of total assets at end of year2022-12-31$7,580,084
Value of total assets at beginning of year2022-12-31$8,978,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,271
Total interest from all sources2022-12-31$10,085
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$90,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$90,374
Administrative expenses professional fees incurred2022-12-31$6,648
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$230,660
Participant contributions at end of year2022-12-31$275,741
Participant contributions at beginning of year2022-12-31$221,696
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,900
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,398,368
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,580,084
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,978,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,201,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,668,286
Interest on participant loans2022-12-31$10,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,841,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$991,420
Employer contributions (assets) at end of year2022-12-31$102,994
Employer contributions (assets) at beginning of year2022-12-31$88,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$835,647
Contract administrator fees2022-12-31$26,199
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVIDSON, DOYLE & HILTON
Accountancy firm EIN2022-12-31541953476
2021 : MES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,229,116
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$675,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$609,745
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$2,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,215,159
Value of total assets at end of year2021-12-31$8,978,452
Value of total assets at beginning of year2021-12-31$7,424,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,406
Total interest from all sources2021-12-31$7,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$156,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$156,254
Administrative expenses professional fees incurred2021-12-31$5,410
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$246,801
Participant contributions at end of year2021-12-31$221,696
Participant contributions at beginning of year2021-12-31$115,244
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$871
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,553,919
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,978,452
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,424,533
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
Investment advisory and management fees2021-12-31$26,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,668,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,193,163
Interest on participant loans2021-12-31$7,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$850,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$943,514
Employer contributions (assets) at end of year2021-12-31$88,470
Employer contributions (assets) at beginning of year2021-12-31$116,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$609,745
Contract administrator fees2021-12-31$30,212
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVIDSON, DOYLE & HILTON
Accountancy firm EIN2021-12-31541953476
2020 : MES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,925,455
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$572,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$515,561
Expenses. Certain deemed distributions of participant loans2020-12-31$8,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$801,430
Value of total assets at end of year2020-12-31$7,424,533
Value of total assets at beginning of year2020-12-31$6,071,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,249
Total interest from all sources2020-12-31$6,915
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$107,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$107,780
Administrative expenses professional fees incurred2020-12-31$11,664
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$217,911
Participant contributions at end of year2020-12-31$115,244
Participant contributions at beginning of year2020-12-31$144,957
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$860
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,353,377
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,424,533
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,071,156
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
Investment advisory and management fees2020-12-31$14,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,193,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,792,275
Interest on participant loans2020-12-31$6,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,008,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$546,150
Employer contributions (assets) at end of year2020-12-31$116,126
Employer contributions (assets) at beginning of year2020-12-31$133,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$515,561
Contract administrator fees2020-12-31$22,555
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DAVIDSON, DOYLE & HILTON
Accountancy firm EIN2020-12-31541953476
2019 : MES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 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$1,992,929
Total income from all sources (including contributions)2019-12-31$1,992,929
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$687,684
Total of all expenses incurred2019-12-31$687,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$637,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$637,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$874,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$874,182
Value of total assets at end of year2019-12-31$6,071,156
Value of total assets at end of year2019-12-31$6,071,156
Value of total assets at beginning of year2019-12-31$4,765,911
Value of total assets at beginning of year2019-12-31$4,765,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,026
Total interest from all sources2019-12-31$7,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$98,598
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$98,598
Administrative expenses professional fees incurred2019-12-31$15,055
Administrative expenses professional fees incurred2019-12-31$15,055
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$231,749
Contributions received from participants2019-12-31$231,749
Participant contributions at end of year2019-12-31$144,957
Participant contributions at end of year2019-12-31$144,957
Participant contributions at beginning of year2019-12-31$148,662
Participant contributions at beginning of year2019-12-31$148,662
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,305,245
Value of net income/loss2019-12-31$1,305,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,071,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,071,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,765,911
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,765,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,472
Investment advisory and management fees2019-12-31$20,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,792,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,792,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,511,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,511,810
Interest on participant loans2019-12-31$7,236
Interest on participant loans2019-12-31$7,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,012,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,012,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$642,433
Contributions received in cash from employer2019-12-31$642,433
Employer contributions (assets) at end of year2019-12-31$133,924
Employer contributions (assets) at end of year2019-12-31$133,924
Employer contributions (assets) at beginning of year2019-12-31$105,439
Employer contributions (assets) at beginning of year2019-12-31$105,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$637,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$637,658
Contract administrator fees2019-12-31$14,499
Contract administrator fees2019-12-31$14,499
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DAVIDSON, DOYLE & HILTON
Accountancy firm name2019-12-31DAVIDSON, DOYLE & HILTON
Accountancy firm EIN2019-12-31541953476
Accountancy firm EIN2019-12-31541953476
2018 : MES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$590,841
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,355,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,328,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$913,140
Value of total assets at end of year2018-12-31$4,765,911
Value of total assets at beginning of year2018-12-31$5,530,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,620
Total interest from all sources2018-12-31$7,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$267,391
Participant contributions at end of year2018-12-31$148,662
Participant contributions at beginning of year2018-12-31$161,601
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$2,480
Administrative expenses (other) incurred2018-12-31$5,157
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$5,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-765,040
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,765,911
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,530,951
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,511,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,249,660
Interest on participant loans2018-12-31$7,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-331,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$645,749
Employer contributions (assets) at end of year2018-12-31$105,439
Employer contributions (assets) at beginning of year2018-12-31$114,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,328,261
Contract administrator fees2018-12-31$22,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
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 name2018-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2018-12-31208078757
2017 : MES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,951,161
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,289,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,260,740
Expenses. Certain deemed distributions of participant loans2017-12-31$15,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,050,201
Value of total assets at end of year2017-12-31$5,530,951
Value of total assets at beginning of year2017-12-31$4,869,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,396
Total interest from all sources2017-12-31$7,892
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,850
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$260,061
Participant contributions at end of year2017-12-31$161,601
Participant contributions at beginning of year2017-12-31$152,208
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,447
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$3,011
Total non interest bearing cash at end of year2017-12-31$5,045
Total non interest bearing cash at beginning of year2017-12-31$620
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$661,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,530,951
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,869,176
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$5,249,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,619,926
Interest on participant loans2017-12-31$7,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$890,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$788,693
Employer contributions (assets) at end of year2017-12-31$114,645
Employer contributions (assets) at beginning of year2017-12-31$90,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,260,740
Contract administrator fees2017-12-31$1,546
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
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 name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : MES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,408,075
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$538,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$528,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,121,788
Value of total assets at end of year2016-12-31$4,869,176
Value of total assets at beginning of year2016-12-31$3,999,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,882
Total interest from all sources2016-12-31$5,060
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$225,937
Participant contributions at end of year2016-12-31$152,208
Participant contributions at beginning of year2016-12-31$121,256
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$2,476
Total non interest bearing cash at end of year2016-12-31$620
Total non interest bearing cash at beginning of year2016-12-31$620
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$869,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,869,176
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,999,519
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$4,619,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,790,104
Interest on participant loans2016-12-31$5,057
Interest earned on other investments2016-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$278,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$890,383
Employer contributions (assets) at end of year2016-12-31$90,388
Employer contributions (assets) at beginning of year2016-12-31$81,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$528,536
Contract administrator fees2016-12-31$1,382
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : MES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$932,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$319,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$310,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$995,584
Value of total assets at end of year2015-12-31$3,999,519
Value of total assets at beginning of year2015-12-31$3,386,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,079
Total interest from all sources2015-12-31$4,612
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$7,720
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$199,839
Participant contributions at end of year2015-12-31$121,256
Participant contributions at beginning of year2015-12-31$91,993
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$100
Other income not declared elsewhere2015-12-31$1,347
Administrative expenses (other) incurred2015-12-31$1
Total non interest bearing cash at end of year2015-12-31$620
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$612,728
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,999,519
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,386,791
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$3,790,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,208,267
Interest on participant loans2015-12-31$4,611
Interest earned on other investments2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$770,101
Employer contributions (assets) at end of year2015-12-31$81,521
Employer contributions (assets) at beginning of year2015-12-31$86,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$310,664
Contract administrator fees2015-12-31$1,358
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
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 name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : MES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,069,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$320,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$308,242
Value of total corrective distributions2014-12-31$4,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$950,082
Value of total assets at end of year2014-12-31$3,386,791
Value of total assets at beginning of year2014-12-31$2,637,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,323
Total interest from all sources2014-12-31$2,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$7,337
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$202,603
Participant contributions at end of year2014-12-31$91,993
Participant contributions at beginning of year2014-12-31$50,304
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,330
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$100
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$749,005
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,386,791
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,637,786
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,208,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,514,681
Interest on participant loans2014-12-31$2,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$733,286
Employer contributions (assets) at end of year2014-12-31$86,431
Employer contributions (assets) at beginning of year2014-12-31$70,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$308,242
Contract administrator fees2014-12-31$986
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
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 name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : MES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,210,119
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$141,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$134,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$823,149
Value of total assets at end of year2013-12-31$2,637,786
Value of total assets at beginning of year2013-12-31$1,569,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,721
Total interest from all sources2013-12-31$1,301
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$6,704
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$140,264
Participant contributions at end of year2013-12-31$50,304
Participant contributions at beginning of year2013-12-31$19,323
Participant contributions at end of year2013-12-31$2,330
Participant contributions at beginning of year2013-12-31$7,149
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$38
Administrative expenses (other) incurred2013-12-31$603
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,068,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,637,786
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,569,636
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,514,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,484,674
Interest on participant loans2013-12-31$1,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$385,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$671,524
Employer contributions (assets) at end of year2013-12-31$70,371
Employer contributions (assets) at beginning of year2013-12-31$58,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$134,248
Contract administrator fees2013-12-31$414
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
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 name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757

Form 5500 Responses for MES, INC. 401(K) PLAN

2022: MES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513151-000
Policy instance 1
Insurance contract or identification number513151-000
Number of Individuals Covered293
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,771
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3771
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513151-000
Policy instance 1
Insurance contract or identification number513151-000
Number of Individuals Covered377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,987
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3987
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513151-000
Policy instance 1
Insurance contract or identification number513151-000
Number of Individuals Covered301
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,033
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3033
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513151-000
Policy instance 1
Insurance contract or identification number513151-000
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,253
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3253
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513151-000
Policy instance 2
Insurance contract or identification number513151-000
Number of Individuals Covered273
Insurance policy start date2018-03-29
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,540
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6540
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12555
Policy instance 1
Insurance contract or identification number12555
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,529
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6529
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12555
Policy instance 1
Insurance contract or identification number12555
Number of Individuals Covered282
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,760
Total amount of fees paid to insurance companyUSD $14,419
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,760
Insurance broker organization code?3
Amount paid for insurance broker fees14419
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12555
Policy instance 1
Insurance contract or identification number12555
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,382
Total amount of fees paid to insurance companyUSD $9,527
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,382
Insurance broker organization code?3
Amount paid for insurance broker fees9526
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12555
Policy instance 1
Insurance contract or identification number12555
Number of Individuals Covered250
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,857
Total amount of fees paid to insurance companyUSD $8,783
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,857
Insurance broker organization code?3
Amount paid for insurance broker fees8783
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12555
Policy instance 1
Insurance contract or identification number12555
Number of Individuals Covered221
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,600
Total amount of fees paid to insurance companyUSD $7,685
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,600
Insurance broker organization code?3
Amount paid for insurance broker fees7682
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH COMP

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