MERZ, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERZ, INCORPORATED 401(K) PLAN
Measure | Date | Value |
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2012 : MERZ, INCORPORATED 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19,106 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,108,012 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,849,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,846,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,221,972 |
Value of total assets at end of year | 2012-12-31 | $20,846,243 |
Value of total assets at beginning of year | 2012-12-31 | $17,568,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,270 |
Total interest from all sources | 2012-12-31 | $11,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $232,521 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $232,521 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,118,114 |
Participant contributions at end of year | 2012-12-31 | $330,983 |
Participant contributions at beginning of year | 2012-12-31 | $304,330 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $80,326 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $9,062 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8,918 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $3,270 |
Other income not declared elsewhere | 2012-12-31 | $76 |
Administrative expenses (other) incurred | 2012-12-31 | $3,270 |
Total non interest bearing cash at end of year | 2012-12-31 | $76 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,258,653 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,827,137 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,568,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,093,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,023,422 |
Interest on participant loans | 2012-12-31 | $11,437 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,494,842 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,277,529 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,576,678 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $65,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,023,532 |
Employer contributions (assets) at end of year | 2012-12-31 | $917,495 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $954,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,846,089 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $15,836 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : MERZ, INCORPORATED 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,871,605 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $774,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $772,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,182,508 |
Value of total assets at end of year | 2011-12-31 | $17,568,484 |
Value of total assets at beginning of year | 2011-12-31 | $14,471,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,802 |
Total interest from all sources | 2011-12-31 | $11,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $166,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $166,168 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,014,710 |
Participant contributions at end of year | 2011-12-31 | $304,330 |
Participant contributions at beginning of year | 2011-12-31 | $298,203 |
Participant contributions at beginning of year | 2011-12-31 | $169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $106,122 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8,918 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $10,136 |
Administrative expenses (other) incurred | 2011-12-31 | $2,802 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,096,782 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,568,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,471,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,023,422 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,827,784 |
Interest on participant loans | 2011-12-31 | $11,968 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,277,529 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,569,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-563,178 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $74,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,061,676 |
Employer contributions (assets) at end of year | 2011-12-31 | $954,285 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $765,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $772,021 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : MERZ, INCORPORATED 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,235,920 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,561,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,558,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,892,505 |
Value of total assets at end of year | 2010-12-31 | $14,471,702 |
Value of total assets at beginning of year | 2010-12-31 | $11,796,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,665 |
Total interest from all sources | 2010-12-31 | $10,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $132,717 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $132,717 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,364,645 |
Participant contributions at end of year | 2010-12-31 | $298,203 |
Participant contributions at beginning of year | 2010-12-31 | $183,848 |
Participant contributions at end of year | 2010-12-31 | $169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $272,829 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $10,136 |
Administrative expenses (other) incurred | 2010-12-31 | $2,665 |
Total non interest bearing cash at end of year | 2010-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,674,851 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,471,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,796,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,827,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,457,955 |
Interest on participant loans | 2010-12-31 | $10,001 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,569,714 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,650,772 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $62 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $62 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,042,832 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $157,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,255,031 |
Employer contributions (assets) at end of year | 2010-12-31 | $765,621 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $504,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,558,404 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : MERZ, INCORPORATED 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |