?>
Logo

NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 401k Plan overview

Plan NameNORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN
Plan identification number 002

NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORRIS MCLAUGHLIN P.A. has sponsored the creation of one or more 401k plans.

Company Name:NORRIS MCLAUGHLIN P.A.
Employer identification number (EIN):621408127
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHARLES BRUDER CHARLES BRUDER2018-10-15
0022016-01-01CHARLES BRUDER CHARLES BRUDER2017-10-16
0022015-01-01CHARLES A BRUDER CHARLES A BRUDER2016-10-16
0022014-01-01CHARLES A BRUDER CHARLES A BRUDER2015-10-14
0022013-01-01CHARLES A BRUDER CHARLES A BRUDER2014-10-15
0022012-01-01CHARLES A BRUDER CHARLES A BRUDER2013-10-16
0022011-01-01CHARLES BRUDER CHARLES BRUDER2012-10-15
0022010-01-01JOHN EAGAN
0022009-01-01JOHN EAGAN JOHN EAGAN2010-10-14

Plan Statistics for NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN

401k plan membership statisitcs for NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN

Measure Date Value
2021: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01256
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01170
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01251
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01278
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01280
Number of participants with account balances2019-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01281
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01277
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01206
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Number of participants with account balances2017-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01337
Number of participants with account balances2015-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01306
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01302
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01306
Number of participants with account balances2013-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01301
Number of participants with account balances2012-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01484
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01319
Number of participants with account balances2011-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01312
Total number of active participants reported on line 7a of the Form 55002010-01-01228
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01254
Total of all active and inactive participants2010-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01482
Number of participants with account balances2010-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01265
Total number of active participants reported on line 7a of the Form 55002009-01-01237
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01308
Number of participants with account balances2009-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN

Measure Date Value
2021 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,177,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,172,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,071,079
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$1,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,296,376
Value of total assets at end of year2021-12-31$81,692,167
Value of total assets at beginning of year2021-12-31$75,687,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,816
Total interest from all sources2021-12-31$31,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,175,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,175,452
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,838,555
Participant contributions at end of year2021-12-31$584,715
Participant contributions at beginning of year2021-12-31$627,912
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,266,866
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,452,536
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$796,246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$771,060
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,005,010
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,692,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,687,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$94,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$66,843,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,161,730
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$31,674
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,996,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,444,979
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,902,531
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$661,575
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,071,079
Contract administrator fees2021-12-31$4,847
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK
Accountancy firm EIN2021-12-31221478099
2020 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,618,243
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,258,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,173,861
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,877,268
Value of total assets at end of year2020-12-31$75,687,157
Value of total assets at beginning of year2020-12-31$69,327,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,901
Total interest from all sources2020-12-31$236,208
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,498,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,498,572
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,850,579
Participant contributions at end of year2020-12-31$627,912
Participant contributions at beginning of year2020-12-31$799,230
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,452,536
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,571,861
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$330,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$6,312
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,359,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,687,157
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,327,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$80,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,161,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,714,301
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$39,470
Interest earned on other investments2020-12-31$196,738
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,444,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,242,284
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,999,883
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$696,122
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,173,861
Contract administrator fees2020-12-31$4,247
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK
Accountancy firm EIN2020-12-31221478099
2019 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$15,706,621
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,135,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,050,807
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,356,907
Value of total assets at end of year2019-12-31$69,327,676
Value of total assets at beginning of year2019-12-31$59,756,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,251
Total interest from all sources2019-12-31$265,092
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,826,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,826,748
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,901,418
Participant contributions at end of year2019-12-31$799,230
Participant contributions at beginning of year2019-12-31$736,107
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,571,861
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,762,523
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$719,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$6,098
Administrative expenses (other) incurred2019-12-31$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,571,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,327,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,756,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,714,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,711,843
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$43,045
Interest earned on other investments2019-12-31$222,047
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,242,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,545,640
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,251,776
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$735,847
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,050,807
Contract administrator fees2019-12-31$6,667
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm EIN2019-12-31221478099
2018 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$444,800
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,964,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,888,264
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,485,476
Value of total assets at end of year2018-12-31$59,756,113
Value of total assets at beginning of year2018-12-31$62,275,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,353
Total interest from all sources2018-12-31$289,882
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,763,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,763,634
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,852,813
Participant contributions at end of year2018-12-31$736,107
Participant contributions at beginning of year2018-12-31$758,749
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,762,523
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,944,063
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$941,442
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-148,836
Administrative expenses (other) incurred2018-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,519,817
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,756,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$62,275,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$75,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,711,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,365,474
Interest on participant loans2018-12-31$36,528
Interest earned on other investments2018-12-31$253,354
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,545,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,207,644
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,945,356
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$691,221
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,888,264
Contract administrator fees2018-12-31$648
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,423,340
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,518,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,440,957
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,318,700
Value of total assets at end of year2017-12-31$62,275,930
Value of total assets at beginning of year2017-12-31$52,371,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,836
Total interest from all sources2017-12-31$199,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,614,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,614,043
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,855,184
Participant contributions at end of year2017-12-31$758,749
Participant contributions at beginning of year2017-12-31$780,234
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,944,063
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,374,672
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$871,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$514,543
Administrative expenses (other) incurred2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,904,547
Value of net assets at end of year (total assets less liabilities)2017-12-31$62,275,930
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,371,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$71,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,365,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,880,789
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$30,930
Interest earned on other investments2017-12-31$168,300
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,207,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,335,688
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,776,824
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$592,163
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,440,957
Contract administrator fees2017-12-31$6,175
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,591,342
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,991,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,850,373
Expenses. Certain deemed distributions of participant loans2016-12-31$6,806
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,719,356
Value of total assets at end of year2016-12-31$52,371,383
Value of total assets at beginning of year2016-12-31$58,771,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$133,904
Total interest from all sources2016-12-31$82,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$669,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$669,294
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,900,956
Participant contributions at end of year2016-12-31$780,234
Participant contributions at beginning of year2016-12-31$767,788
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,374,672
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,964,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$218,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$226,566
Administrative expenses (other) incurred2016-12-31$102,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,399,741
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,371,383
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,771,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,880,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,317,980
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$29,662
Interest earned on other investments2016-12-31$53,110
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$29,720,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,335,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,668,799
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$224,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$600,208
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,850,373
Contract administrator fees2016-12-31$3,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,135,130
Total loss/gain on sale of assets2015-12-31$13
Total of all expenses incurred2015-12-31$7,313,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,142,769
Value of total corrective distributions2015-12-31$5,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,436,693
Value of total assets at end of year2015-12-31$58,771,124
Value of total assets at beginning of year2015-12-31$62,949,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,629
Total interest from all sources2015-12-31$30,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$465,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$465,045
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,742,760
Participant contributions at end of year2015-12-31$767,788
Participant contributions at beginning of year2015-12-31$912,134
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,964,958
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,355,401
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,104
Other income not declared elsewhere2015-12-31$170
Administrative expenses (other) incurred2015-12-31$164,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,178,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,771,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,949,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,317,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,858,524
Interest on participant loans2015-12-31$30,609
Value of interest in common/collective trusts at end of year2015-12-31$29,720,398
Value of interest in common/collective trusts at beginning of year2015-12-31$29,823,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-697,245
Net investment gain or loss from common/collective trusts2015-12-31$899,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$593,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,142,769
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$13
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHEN REZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,816,295
Total loss/gain on sale of assets2014-12-31$429
Total of all expenses incurred2014-12-31$1,530,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,374,446
Expenses. Certain deemed distributions of participant loans2014-12-31$-1,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,720,035
Value of total assets at end of year2014-12-31$62,949,234
Value of total assets at beginning of year2014-12-31$58,663,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$157,552
Total interest from all sources2014-12-31$29,061
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$572,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$572,099
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,822,647
Participant contributions at end of year2014-12-31$912,134
Participant contributions at beginning of year2014-12-31$760,173
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,355,401
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,975,045
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$287,976
Other income not declared elsewhere2014-12-31$-523
Administrative expenses (other) incurred2014-12-31$157,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,285,957
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,949,234
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,663,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,858,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,585,689
Interest earned on other investments2014-12-31$29,061
Value of interest in common/collective trusts at end of year2014-12-31$29,823,175
Value of interest in common/collective trusts at beginning of year2014-12-31$29,342,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$942,301
Net investment gain or loss from common/collective trusts2014-12-31$1,552,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$609,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,374,446
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$429
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHN REZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-302
Total unrealized appreciation/depreciation of assets2013-12-31$-302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,288,452
Total loss/gain on sale of assets2013-12-31$7,249
Total of all expenses incurred2013-12-31$3,230,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,061,122
Expenses. Certain deemed distributions of participant loans2013-12-31$1,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,488,850
Value of total assets at end of year2013-12-31$58,663,277
Value of total assets at beginning of year2013-12-31$49,605,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$167,611
Total interest from all sources2013-12-31$27,960
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$424,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$424,723
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,842,155
Participant contributions at end of year2013-12-31$760,173
Participant contributions at beginning of year2013-12-31$808,744
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,975,045
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$950,273
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,257
Other income not declared elsewhere2013-12-31$3,510
Administrative expenses (other) incurred2013-12-31$167,611
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,058,059
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,663,277
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,605,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,585,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,370,988
Interest on participant loans2013-12-31$27,960
Value of interest in common/collective trusts at end of year2013-12-31$29,342,370
Value of interest in common/collective trusts at beginning of year2013-12-31$15,473,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,172,219
Net investment gain or loss from common/collective trusts2013-12-31$3,164,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$628,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,061,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$13,432
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,183
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHN REZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$8,205,794
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,605,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,454,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,597,352
Value of total assets at end of year2012-12-31$49,605,218
Value of total assets at beginning of year2012-12-31$43,004,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$151,036
Total interest from all sources2012-12-31$30,055
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$541,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$541,386
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,887,737
Participant contributions at end of year2012-12-31$808,744
Participant contributions at beginning of year2012-12-31$896,530
Assets. Other investments not covered elsewhere at end of year2012-12-31$950,273
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$541,470
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,554
Other income not declared elsewhere2012-12-31$636
Administrative expenses (other) incurred2012-12-31$151,036
Total non interest bearing cash at end of year2012-12-31$1,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,600,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,605,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,004,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,370,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,091,576
Interest on participant loans2012-12-31$30,055
Value of interest in common/collective trusts at end of year2012-12-31$15,473,283
Value of interest in common/collective trusts at beginning of year2012-12-31$13,475,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,054,975
Net investment gain or loss from common/collective trusts2012-12-31$981,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$690,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,454,178
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHN REZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,033,497
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,327,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,187,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,713,315
Value of total assets at end of year2011-12-31$43,004,638
Value of total assets at beginning of year2011-12-31$47,298,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$139,725
Total interest from all sources2011-12-31$32,015
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$429,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$429,267
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,984,878
Participant contributions at end of year2011-12-31$896,530
Participant contributions at beginning of year2011-12-31$804,718
Assets. Other investments not covered elsewhere at end of year2011-12-31$541,470
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$640
Other income not declared elsewhere2011-12-31$99,760
Administrative expenses (other) incurred2011-12-31$139,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,294,071
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,004,638
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,298,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,091,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,443,550
Interest on participant loans2011-12-31$32,015
Value of interest in common/collective trusts at end of year2011-12-31$13,475,062
Value of interest in common/collective trusts at beginning of year2011-12-31$10,050,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,424,593
Net investment gain or loss from common/collective trusts2011-12-31$183,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$727,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,187,843
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHN REZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$7,559,233
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,267,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,147,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,917,670
Value of total assets at end of year2010-12-31$47,298,709
Value of total assets at beginning of year2010-12-31$41,006,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$119,708
Total interest from all sources2010-12-31$27,254
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$533,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$533,594
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,984,382
Participant contributions at end of year2010-12-31$804,718
Participant contributions at beginning of year2010-12-31$568,481
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$221,692
Other income not declared elsewhere2010-12-31$43,180
Administrative expenses (other) incurred2010-12-31$119,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,291,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,298,709
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,006,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,443,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,247,897
Interest on participant loans2010-12-31$27,254
Value of interest in common/collective trusts at end of year2010-12-31$10,050,441
Value of interest in common/collective trusts at beginning of year2010-12-31$9,190,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,653,268
Net investment gain or loss from common/collective trusts2010-12-31$384,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$711,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,147,796
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J. H. COHN, LLP
Accountancy firm EIN2010-12-31221478099
2009 : NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN

2021: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORRIS MCLAUGHLIN & MARCUS, P.A. THRIFT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62032
Policy instance 1
Insurance contract or identification numberMR 62032
Number of Individuals Covered256
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62032
Policy instance 1
Insurance contract or identification numberMR 62032
Number of Individuals Covered251
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62032
Policy instance 1
Insurance contract or identification numberMR 62032
Number of Individuals Covered280
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62032
Policy instance 1
Insurance contract or identification numberMR 62032
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62032
Policy instance 1
Insurance contract or identification numberMR 62032
Number of Individuals Covered277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3