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Plan Name | MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MARK G. ANDERSON CONSULTANTS, INC. |
Employer identification number (EIN): | 521973716 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about MARK G. ANDERSON CONSULTANTS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2006-08-30 |
Company Identification Number: | 0800701326 |
Legal Registered Office Address: |
730 11TH ST NW FL 4 WASHINGTON United States of America (USA) 20001 |
More information about MARK G. ANDERSON CONSULTANTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ANN HILPERT | |||
001 | 2016-01-01 | ANN HILPERT | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | MATT ANDERSON | |||
001 | 2014-01-01 | MATT ANDERSON | |||
001 | 2013-01-01 | MATT ANDERSON | 2014-04-14 | ||
001 | 2012-01-01 | MATT ANDERSON | 2013-06-05 | ||
001 | 2011-01-01 | MATT ANDERSON | 2012-02-28 | ||
001 | 2010-01-01 | MATTHEW ANDERSON | 2011-04-18 |
Measure | Date | Value |
---|---|---|
2022: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 281 |
Number of participants with account balances | 2022-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 27 |
2021: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 76 |
Total of all active and inactive participants | 2021-01-01 | 237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 238 |
Number of participants with account balances | 2021-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 22 |
2020: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 67 |
Total of all active and inactive participants | 2020-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 226 |
Number of participants with account balances | 2020-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 63 |
Total of all active and inactive participants | 2019-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 205 |
Number of participants with account balances | 2019-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 12 |
2018: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 87 |
Total of all active and inactive participants | 2018-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 212 |
Number of participants with account balances | 2018-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 20 |
2017: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 90 |
Total of all active and inactive participants | 2017-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 212 |
Number of participants with account balances | 2017-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 35 |
2016: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 47 |
Total of all active and inactive participants | 2016-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 197 |
Number of participants with account balances | 2016-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 38 |
Total of all active and inactive participants | 2015-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 178 |
Number of participants with account balances | 2015-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 30 |
Total of all active and inactive participants | 2014-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 162 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,978,816 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,392,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,311,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,045,655 |
Value of total assets at end of year | 2022-12-31 | $49,768,748 |
Value of total assets at beginning of year | 2022-12-31 | $56,139,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $81,017 |
Total interest from all sources | 2022-12-31 | $9,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,072,786 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,072,786 |
Administrative expenses professional fees incurred | 2022-12-31 | $43,056 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,116,678 |
Participant contributions at end of year | 2022-12-31 | $282,839 |
Participant contributions at beginning of year | 2022-12-31 | $179,974 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,330,372 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $3,668,919 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $514,054 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $1,936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-6,370,955 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,768,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,139,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $36,025 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $43,433,268 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $49,213,180 |
Interest on participant loans | 2022-12-31 | $9,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,508,185 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,977,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,977,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,106,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,414,923 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,214,084 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,311,122 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $11,387,788 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,808,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,717,187 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,567,265 |
Value of total assets at end of year | 2021-12-31 | $56,139,703 |
Value of total assets at beginning of year | 2021-12-31 | $48,560,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $88,412 |
Total interest from all sources | 2021-12-31 | $42,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,354,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,330,398 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,917,730 |
Participant contributions at end of year | 2021-12-31 | $179,974 |
Participant contributions at beginning of year | 2021-12-31 | $211,421 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $206,508 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $3,668,919 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,156,259 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $672,504 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $316,398 |
Administrative expenses (other) incurred | 2021-12-31 | $32,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $7,579,338 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,139,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $48,560,365 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $51,495 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $49,213,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $41,635,704 |
Interest on participant loans | 2021-12-31 | $8,937 |
Income. Interest from corporate debt instruments | 2021-12-31 | $33,879 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,977,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,874,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,874,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,106,915 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,977,031 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,100,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,475,768 |
Income. Dividends from common stock | 2021-12-31 | $23,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,717,187 |
Contract administrator fees | 2021-12-31 | $4,687 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2021-12-31 | 521711839 |
2020 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,913,704 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,004,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,915,010 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,880 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,365,883 |
Value of total assets at end of year | 2020-12-31 | $48,560,365 |
Value of total assets at beginning of year | 2020-12-31 | $39,651,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $87,456 |
Total interest from all sources | 2020-12-31 | $81,625 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,288,539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,288,539 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,852,281 |
Participant contributions at end of year | 2020-12-31 | $211,421 |
Participant contributions at beginning of year | 2020-12-31 | $165,706 |
Participant contributions at end of year | 2020-12-31 | $206,508 |
Participant contributions at beginning of year | 2020-12-31 | $82,766 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,156,259 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,966,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $186,353 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $8,909,358 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $48,560,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $39,651,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $87,056 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,635,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $35,142,904 |
Interest on participant loans | 2020-12-31 | $7,387 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,874,705 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $981,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $981,585 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $74,238 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,177,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,327,249 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,475,768 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,311,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,915,010 |
Contract administrator fees | 2020-12-31 | $400 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2020-12-31 | 521711839 |
2019 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 | $11,855,253 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,103,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,023,681 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,972,036 |
Value of total assets at end of year | 2019-12-31 | $39,651,007 |
Value of total assets at beginning of year | 2019-12-31 | $32,899,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $80,256 |
Total interest from all sources | 2019-12-31 | $7,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,545,571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,545,571 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,592,800 |
Participant contributions at end of year | 2019-12-31 | $165,706 |
Participant contributions at beginning of year | 2019-12-31 | $140,579 |
Participant contributions at end of year | 2019-12-31 | $82,766 |
Participant contributions at beginning of year | 2019-12-31 | $71,946 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,966,848 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,756,866 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,268,823 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $-512 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $6,751,316 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $39,651,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,899,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $80,256 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $35,142,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,809,235 |
Interest on participant loans | 2019-12-31 | $7,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $981,585 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,243,694 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,243,694 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,330,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,110,413 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,311,198 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $877,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,023,681 |
Contract administrator fees | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2019-12-31 | 521711839 |
2018 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $2,226,874 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,201,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,118,053 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $22,394 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,814,220 |
Value of total assets at end of year | 2018-12-31 | $32,899,691 |
Value of total assets at beginning of year | 2018-12-31 | $33,874,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $61,505 |
Total interest from all sources | 2018-12-31 | $8,387 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,611,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,611,133 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,433,881 |
Participant contributions at end of year | 2018-12-31 | $140,579 |
Participant contributions at beginning of year | 2018-12-31 | $292,447 |
Participant contributions at end of year | 2018-12-31 | $71,946 |
Participant contributions at beginning of year | 2018-12-31 | $109,205 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,756,866 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,781,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $818,364 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $-512 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-975,078 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $32,899,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,874,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $61,505 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $28,809,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $30,707,965 |
Interest on participant loans | 2018-12-31 | $8,387 |
Interest earned on other investments | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,243,694 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $94,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $94,581 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,206,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,561,975 |
Employer contributions (assets) at end of year | 2018-12-31 | $877,883 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $888,231 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,118,053 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2018-12-31 | 521711839 |
2017 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $7,980,825 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,824,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,749,370 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $72,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,261,180 |
Value of total assets at end of year | 2017-12-31 | $33,874,769 |
Value of total assets at beginning of year | 2017-12-31 | $28,718,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,864 |
Total interest from all sources | 2017-12-31 | $28,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $990,719 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,402,689 |
Participant contributions at end of year | 2017-12-31 | $292,447 |
Participant contributions at beginning of year | 2017-12-31 | $425,985 |
Participant contributions at end of year | 2017-12-31 | $109,205 |
Participant contributions at beginning of year | 2017-12-31 | $112,151 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,781,752 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,391,058 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $275,533 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $588 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $5,156,609 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $33,874,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $28,718,160 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,864 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $30,707,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $25,783,764 |
Interest on participant loans | 2017-12-31 | $15,939 |
Interest earned on other investments | 2017-12-31 | $12,493 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $94,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $70,284 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $70,284 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,700,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,582,958 |
Employer contributions (assets) at end of year | 2017-12-31 | $888,231 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $934,858 |
Income. Dividends from common stock | 2017-12-31 | $990,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,749,370 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2017-12-31 | 521711839 |
2016 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $6,849 |
Total income from all sources (including contributions) | 2016-12-31 | $4,520,062 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,150,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,113,766 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $30,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,934,157 |
Value of total assets at end of year | 2016-12-31 | $28,718,160 |
Value of total assets at beginning of year | 2016-12-31 | $25,355,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,312 |
Total interest from all sources | 2016-12-31 | $16,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $835,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $835,314 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,327,824 |
Participant contributions at end of year | 2016-12-31 | $425,985 |
Participant contributions at beginning of year | 2016-12-31 | $415,848 |
Participant contributions at end of year | 2016-12-31 | $112,151 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,391,058 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $895,292 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $14,318 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $60 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,369,181 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $28,718,160 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,348,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $6,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $25,783,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $22,402,309 |
Interest on participant loans | 2016-12-31 | $16,231 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $70,284 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $42,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $42,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $734,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,592,015 |
Employer contributions (assets) at end of year | 2016-12-31 | $934,858 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,113,766 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $6,849 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2016-12-31 | 521711839 |
2015 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,849 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,716 |
Total income from all sources (including contributions) | 2015-12-31 | $4,392,530 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,339,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,282,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,266,275 |
Value of total assets at end of year | 2015-12-31 | $25,355,828 |
Value of total assets at beginning of year | 2015-12-31 | $22,297,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $56,844 |
Total interest from all sources | 2015-12-31 | $51,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,076,950 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,076,950 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,295,623 |
Participant contributions at end of year | 2015-12-31 | $415,848 |
Participant contributions at beginning of year | 2015-12-31 | $311,068 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $111,848 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $895,292 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,402,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,370,652 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $3,053,139 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,348,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $22,295,840 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $56,844 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $22,402,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,613,272 |
Interest on participant loans | 2015-12-31 | $14,700 |
Interest earned on other investments | 2015-12-31 | $36,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $42,379 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $58,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $58,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,002,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,600,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,600,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,282,547 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $6,849 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,716 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2015-12-31 | 521711839 |
2014 : MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,716 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,242,128 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $702,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $686,141 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $15,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,305,902 |
Value of total assets at end of year | 2014-12-31 | $22,297,556 |
Value of total assets at beginning of year | 2014-12-31 | $17,756,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,266 |
Total interest from all sources | 2014-12-31 | $24,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,107,992 |
Participant contributions at end of year | 2014-12-31 | $311,068 |
Participant contributions at beginning of year | 2014-12-31 | $328,382 |
Participant contributions at end of year | 2014-12-31 | $111,848 |
Participant contributions at beginning of year | 2014-12-31 | $35,788 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,402,771 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,354,779 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,447,910 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $-17,045 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $4,539,396 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $22,295,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,756,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,266 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,613,272 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,578,931 |
Interest on participant loans | 2014-12-31 | $12,745 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $11,342 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $58,597 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $58,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $58,564 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $929,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,750,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,800,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,400,000 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $686,141 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,716 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COUNCILOR, BUCHANAN & MITCHELL, P.C |
Accountancy firm EIN | 2014-12-31 | 521711839 |
2022: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |