ELBERTON GRANITE ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELBERTON GRANITE ASSOCIATION MEP
Measure | Date | Value |
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2022 : ELBERTON GRANITE ASSOCIATION MEP 2022 401k financial data |
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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 | $35,455 |
Total income from all sources (including contributions) | 2022-12-31 | $-255,750 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $265,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $261,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $125,448 |
Value of total assets at end of year | 2022-12-31 | $2,005,118 |
Value of total assets at beginning of year | 2022-12-31 | $2,562,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,581 |
Total interest from all sources | 2022-12-31 | $12,610 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
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 | $85,797 |
Participant contributions at end of year | 2022-12-31 | $113,410 |
Participant contributions at beginning of year | 2022-12-31 | $162,698 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $2,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $35,455 |
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 | $-521,744 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,005,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,526,862 |
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 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,891,708 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,376,774 |
Interest on participant loans | 2022-12-31 | $12,610 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-393,808 |
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 | $39,651 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $20,745 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $261,413 |
Contract administrator fees | 2022-12-31 | $4,581 |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | THE HOBBS GROUP, PA |
Accountancy firm EIN | 2022-12-31 | 580610439 |
2021 : ELBERTON GRANITE ASSOCIATION MEP 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $35,455 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $15,715 |
Total income from all sources (including contributions) | 2021-12-31 | $422,052 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $435,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $411,058 |
Value of total corrective distributions | 2021-12-31 | $19,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $157,829 |
Value of total assets at end of year | 2021-12-31 | $2,562,317 |
Value of total assets at beginning of year | 2021-12-31 | $2,556,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,957 |
Total interest from all sources | 2021-12-31 | $12,517 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $113,753 |
Participant contributions at end of year | 2021-12-31 | $162,698 |
Participant contributions at beginning of year | 2021-12-31 | $140,386 |
Participant contributions at end of year | 2021-12-31 | $2,100 |
Participant contributions at beginning of year | 2021-12-31 | $3,221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $35,455 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $15,715 |
Other income not declared elsewhere | 2021-12-31 | $452 |
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 |
Value of net income/loss | 2021-12-31 | $-13,703 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,526,862 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,540,565 |
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 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,376,774 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,393,779 |
Interest on participant loans | 2021-12-31 | $12,517 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $251,254 |
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 | $44,076 |
Employer contributions (assets) at end of year | 2021-12-31 | $20,745 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $18,894 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $411,058 |
Contract administrator fees | 2021-12-31 | $4,957 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | SEYMOUR & PERRY, LLC |
Accountancy firm EIN | 2021-12-31 | 832037002 |
2020 : ELBERTON GRANITE ASSOCIATION MEP 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $16,521 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $16,521 |
Total income from all sources (including contributions) | 2020-12-31 | $438,257 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $160,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $155,867 |
Value of total corrective distributions | 2020-12-31 | $15,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $143,310 |
Value of total assets at end of year | 2020-12-31 | $2,538,007 |
Value of total assets at beginning of year | 2020-12-31 | $2,260,301 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,684 |
Total interest from all sources | 2020-12-31 | $6,051 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $300,000 |
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 | $107,705 |
Participant contributions at end of year | 2020-12-31 | $140,386 |
Participant contributions at beginning of year | 2020-12-31 | $109,728 |
Participant contributions at end of year | 2020-12-31 | $477 |
Participant contributions at beginning of year | 2020-12-31 | $971 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $16,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $16,521 |
Other income not declared elsewhere | 2020-12-31 | $255 |
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 |
Value of net income/loss | 2020-12-31 | $277,706 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,521,486 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,243,780 |
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 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,393,779 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,146,414 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $6,051 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $288,896 |
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 | $35,605 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,365 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $155,867 |
Contract administrator fees | 2020-12-31 | $4,684 |
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 | J ALLEN SEYMOUR CPA, PC |
Accountancy firm EIN | 2020-12-31 | 581829296 |
2019 : ELBERTON GRANITE ASSOCIATION MEP 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $33,276 |
Total transfer of assets to this plan | 2019-12-31 | $33,276 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,521 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,521 |
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 | $543,260 |
Total income from all sources (including contributions) | 2019-12-31 | $543,260 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $122,418 |
Total of all expenses incurred | 2019-12-31 | $122,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $101,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $101,133 |
Value of total corrective distributions | 2019-12-31 | $16,658 |
Value of total corrective distributions | 2019-12-31 | $16,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $242,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $242,226 |
Value of total assets at end of year | 2019-12-31 | $2,260,301 |
Value of total assets at end of year | 2019-12-31 | $2,260,301 |
Value of total assets at beginning of year | 2019-12-31 | $1,789,662 |
Value of total assets at beginning of year | 2019-12-31 | $1,789,662 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,627 |
Total interest from all sources | 2019-12-31 | $6,178 |
Total interest from all sources | 2019-12-31 | $6,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $136,439 |
Contributions received from participants | 2019-12-31 | $136,439 |
Participant contributions at end of year | 2019-12-31 | $109,728 |
Participant contributions at end of year | 2019-12-31 | $109,728 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $971 |
Participant contributions at end of year | 2019-12-31 | $971 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,106 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,106 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $16,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $16,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $19 |
Other income not declared elsewhere | 2019-12-31 | $19 |
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 |
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 |
Value of net income/loss | 2019-12-31 | $420,842 |
Value of net income/loss | 2019-12-31 | $420,842 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,243,780 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,243,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,789,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,789,662 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,146,414 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,146,414 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,789,662 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,789,662 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $6,178 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $6,178 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $294,837 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $294,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $37,681 |
Contributions received in cash from employer | 2019-12-31 | $37,681 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,188 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,188 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $101,133 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $101,133 |
Contract administrator fees | 2019-12-31 | $4,627 |
Contract administrator fees | 2019-12-31 | $4,627 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | J ALLEN SEYMOUR CPA, PC |
Accountancy firm name | 2019-12-31 | J ALLEN SEYMOUR CPA, PC |
Accountancy firm EIN | 2019-12-31 | 581829296 |
Accountancy firm EIN | 2019-12-31 | 581829296 |