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THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan NameTHE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN
Plan identification number 001

THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE MCPHERSON COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MCPHERSON COMPANIES, INC.
Employer identification number (EIN):630657937
NAIC Classification:424700

Additional information about THE MCPHERSON COMPANIES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3867455

More information about THE MCPHERSON COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALECIA J. LAFON ALECIA J. LAFON2018-10-15
0012016-01-01ALECIA J. LAFON ALECIA J. LAFON2017-10-03
0012015-01-01ANNA MARIE CHAPMAN
0012014-01-01ANNA MARIE CHAPMAN ANNA MARIE CHAPMAN.2015-10-15
0012013-01-01ANNA MARIE CHAPMAN
0012012-01-01ANNA MARIE CHAPMAN
0012011-01-01ANNA MARIE CHAPMAN
0012009-01-01ANNA MARIE CHAPMAN

Plan Statistics for THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

Measure Date Value
2022: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01240
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01204
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01219
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01232
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01231
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01186
Number of participants with account balances2012-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01170
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

Measure Date Value
2022 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,117,136
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,096,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,088,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,924,504
Value of total assets at end of year2022-12-31$16,298,379
Value of total assets at beginning of year2022-12-31$18,512,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,396
Total interest from all sources2022-12-31$56,885
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$132,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$132,994
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,285,398
Participant contributions at end of year2022-12-31$337,143
Participant contributions at beginning of year2022-12-31$286,892
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,214,002
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,298,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,512,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,548,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,314,004
Value of interest in pooled separate accounts at end of year2022-12-31$3,528,310
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,574,006
Interest on participant loans2022-12-31$15,900
Interest earned on other investments2022-12-31$40,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,598,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,090,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,829,254
Net investment gain/loss from pooled separate accounts2022-12-31$-1,402,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$595,019
Employer contributions (assets) at end of year2022-12-31$285,925
Employer contributions (assets) at beginning of year2022-12-31$247,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,088,470
Contract administrator fees2022-12-31$7,486
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$3,214,406
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,333,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,324,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,529,746
Value of total assets at end of year2021-12-31$18,512,381
Value of total assets at beginning of year2021-12-31$16,631,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,841
Total interest from all sources2021-12-31$45,968
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$191,913
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$191,913
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,044,263
Participant contributions at end of year2021-12-31$286,892
Participant contributions at beginning of year2021-12-31$267,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$8,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,880,942
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,512,381
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,631,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,314,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,282,822
Value of interest in pooled separate accounts at end of year2021-12-31$4,574,006
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,076,095
Interest on participant loans2021-12-31$12,401
Interest earned on other investments2021-12-31$33,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,090,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,004,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,044,110
Net investment gain/loss from pooled separate accounts2021-12-31$402,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$485,483
Employer contributions (assets) at end of year2021-12-31$247,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,324,623
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$3,587,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$971,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$963,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,341,549
Value of total assets at end of year2020-12-31$16,631,439
Value of total assets at beginning of year2020-12-31$14,015,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,983
Total interest from all sources2020-12-31$49,319
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$77,680
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$77,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,016,744
Participant contributions at end of year2020-12-31$267,542
Participant contributions at beginning of year2020-12-31$275,903
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$7,983
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$2,615,699
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,631,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,015,740
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,282,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,658,629
Value of interest in pooled separate accounts at end of year2020-12-31$4,076,095
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,536,705
Interest on participant loans2020-12-31$13,663
Interest earned on other investments2020-12-31$35,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,004,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,544,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,399,508
Net investment gain/loss from pooled separate accounts2020-12-31$719,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$227,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$963,935
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$4,015,863
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,294,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,284,423
Expenses. Certain deemed distributions of participant loans2019-12-31$-195
Value of total corrective distributions2019-12-31$732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,734,111
Value of total assets at end of year2019-12-31$14,015,740
Value of total assets at beginning of year2019-12-31$11,294,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,644
Total interest from all sources2019-12-31$52,614
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$108,383
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$108,383
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,018,697
Participant contributions at end of year2019-12-31$275,903
Participant contributions at beginning of year2019-12-31$241,377
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$475,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$9,644
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$2,721,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,015,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,294,481
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,658,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,974,170
Value of interest in pooled separate accounts at end of year2019-12-31$3,536,705
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$15,939
Interest earned on other investments2019-12-31$36,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,544,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,078,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,977,428
Net investment gain/loss from pooled separate accounts2019-12-31$143,327
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
Contributions received in cash from employer2019-12-31$239,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,284,423
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$276,129
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$894,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$888,668
Expenses. Certain deemed distributions of participant loans2018-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$988,875
Value of total assets at end of year2018-12-31$11,294,481
Value of total assets at beginning of year2018-12-31$11,912,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,476
Total interest from all sources2018-12-31$41,609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$119,805
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$119,805
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$829,504
Participant contributions at end of year2018-12-31$241,377
Participant contributions at beginning of year2018-12-31$284,230
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-618,212
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,294,481
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,912,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,974,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,266,352
Interest on participant loans2018-12-31$13,255
Interest earned on other investments2018-12-31$28,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,078,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,362,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-874,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$154,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$888,668
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$2,509
Total income from all sources (including contributions)2017-12-31$2,543,009
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,576,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,562,784
Expenses. Certain deemed distributions of participant loans2017-12-31$9,681
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$943,695
Value of total assets at end of year2017-12-31$11,912,693
Value of total assets at beginning of year2017-12-31$10,948,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,758
Total interest from all sources2017-12-31$42,692
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$99,093
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$99,093
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$753,416
Participant contributions at end of year2017-12-31$284,230
Participant contributions at beginning of year2017-12-31$355,211
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,509
Administrative expenses (other) incurred2017-12-31$3,758
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$966,786
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,912,693
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,945,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,266,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,143,613
Interest on participant loans2017-12-31$15,240
Interest earned on other investments2017-12-31$27,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,362,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,433,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,457,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$180,727
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$16,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,562,784
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$2,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,346
Total income from all sources (including contributions)2016-12-31$1,369,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,269,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,254,749
Value of total corrective distributions2016-12-31$12,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$780,619
Value of total assets at end of year2016-12-31$10,948,416
Value of total assets at beginning of year2016-12-31$10,858,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,879
Total interest from all sources2016-12-31$46,550
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,670
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$95,670
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$616,459
Participant contributions at end of year2016-12-31$355,211
Participant contributions at beginning of year2016-12-31$345,804
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,346
Administrative expenses (other) incurred2016-12-31$2,879
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$99,770
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,945,907
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,846,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,143,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,584,141
Interest on participant loans2016-12-31$15,229
Interest earned on other investments2016-12-31$31,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,433,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,788,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$446,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$158,512
Employer contributions (assets) at end of year2016-12-31$16,054
Employer contributions (assets) at beginning of year2016-12-31$140,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,254,749
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$12,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,335
Total income from all sources (including contributions)2015-12-31$800,181
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$566,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$523,167
Value of total corrective distributions2015-12-31$39,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$909,793
Value of total assets at end of year2015-12-31$10,858,483
Value of total assets at beginning of year2015-12-31$10,651,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,900
Total interest from all sources2015-12-31$45,764
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$91,755
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$91,755
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$588,124
Participant contributions at end of year2015-12-31$345,804
Participant contributions at beginning of year2015-12-31$316,103
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$182,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$39,335
Administrative expenses (other) incurred2015-12-31$3,900
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$233,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,846,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,612,358
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$7,584,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,589,626
Interest on participant loans2015-12-31$13,302
Interest earned on other investments2015-12-31$32,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,788,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,620,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,131
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$139,379
Employer contributions (assets) at end of year2015-12-31$140,027
Employer contributions (assets) at beginning of year2015-12-31$125,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$523,167
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RMS US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$39,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,375
Total income from all sources (including contributions)2014-12-31$1,200,744
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,203,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,159,166
Value of total corrective distributions2014-12-31$41,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$668,022
Value of total assets at end of year2014-12-31$10,651,693
Value of total assets at beginning of year2014-12-31$10,656,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,217
Total interest from all sources2014-12-31$44,417
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$84,185
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$84,185
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$484,251
Participant contributions at end of year2014-12-31$316,103
Participant contributions at beginning of year2014-12-31$275,225
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$58,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$39,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$41,375
Administrative expenses (other) incurred2014-12-31$3,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,014
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,612,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,615,372
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$7,589,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,622,157
Interest on participant loans2014-12-31$12,959
Interest earned on other investments2014-12-31$31,458
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2,644,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,620,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$403,863
Net investment gain or loss from common/collective trusts2014-12-31$257
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$125,153
Employer contributions (assets) at end of year2014-12-31$125,802
Employer contributions (assets) at beginning of year2014-12-31$115,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,159,166
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,059
Total income from all sources (including contributions)2013-12-31$1,947,080
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$846,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$843,912
Expenses. Certain deemed distributions of participant loans2013-12-31$-304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$632,106
Value of total assets at end of year2013-12-31$10,656,747
Value of total assets at beginning of year2013-12-31$9,529,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,312
Total interest from all sources2013-12-31$11,755
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$77,734
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$77,734
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$466,144
Participant contributions at end of year2013-12-31$275,225
Participant contributions at beginning of year2013-12-31$274,437
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,059
Administrative expenses (other) incurred2013-12-31$3,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,100,160
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,615,372
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,515,212
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$7,622,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,564,215
Interest on participant loans2013-12-31$11,755
Value of interest in common/collective trusts at end of year2013-12-31$2,644,138
Value of interest in common/collective trusts at beginning of year2013-12-31$2,689,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,251,771
Net investment gain or loss from common/collective trusts2013-12-31$-26,286
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$114,578
Employer contributions (assets) at end of year2013-12-31$115,227
Employer contributions (assets) at beginning of year2013-12-31$649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$843,912
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SELLERS RICHARDSON HOLMAN WEST LLP
Accountancy firm EIN2013-12-31262732677
2012 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$14,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,029
Total income from all sources (including contributions)2012-12-31$1,570,846
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$886,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$880,568
Expenses. Certain deemed distributions of participant loans2012-12-31$3,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$531,168
Value of total assets at end of year2012-12-31$9,529,271
Value of total assets at beginning of year2012-12-31$8,834,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,758
Total interest from all sources2012-12-31$11,018
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$75,188
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$75,188
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$506,853
Participant contributions at end of year2012-12-31$274,437
Participant contributions at beginning of year2012-12-31$277,078
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,029
Administrative expenses (other) incurred2012-12-31$2,758
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$684,420
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,515,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,830,792
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$6,564,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,803,382
Interest on participant loans2012-12-31$11,018
Value of interest in common/collective trusts at end of year2012-12-31$2,689,970
Value of interest in common/collective trusts at beginning of year2012-12-31$2,632,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$907,421
Net investment gain or loss from common/collective trusts2012-12-31$46,051
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$0
Employer contributions (assets) at end of year2012-12-31$649
Employer contributions (assets) at beginning of year2012-12-31$121,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$880,568
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 name2012-12-31SELLERS RICHARDSON HOLMAN WEST LLP
Accountancy firm EIN2012-12-31262732677
2011 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$4,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,026
Total income from all sources (including contributions)2011-12-31$420,343
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$784,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$781,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$657,499
Value of total assets at end of year2011-12-31$8,834,821
Value of total assets at beginning of year2011-12-31$9,224,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,215
Total interest from all sources2011-12-31$13,737
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$67,321
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$67,321
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$533,515
Participant contributions at end of year2011-12-31$277,078
Participant contributions at beginning of year2011-12-31$358,168
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$29,026
Other income not declared elsewhere2011-12-31$3,145
Administrative expenses (other) incurred2011-12-31$3,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-364,443
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,830,792
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,195,235
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$5,803,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,248,224
Interest on participant loans2011-12-31$13,737
Value of interest in common/collective trusts at end of year2011-12-31$2,632,943
Value of interest in common/collective trusts at beginning of year2011-12-31$2,518,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-379,354
Net investment gain or loss from common/collective trusts2011-12-31$57,995
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$116,803
Employer contributions (assets) at end of year2011-12-31$121,418
Employer contributions (assets) at beginning of year2011-12-31$98,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$781,571
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 name2011-12-31SELLERS RICHARDSON HOLMAN WEST LLP
Accountancy firm EIN2011-12-31262732677
2010 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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$29,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,411
Total income from all sources (including contributions)2010-12-31$1,478,181
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$211,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$207,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$590,604
Value of total assets at end of year2010-12-31$9,224,261
Value of total assets at beginning of year2010-12-31$7,961,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,830
Total interest from all sources2010-12-31$18,609
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,878
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$65,878
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$480,012
Participant contributions at end of year2010-12-31$358,168
Participant contributions at beginning of year2010-12-31$215,586
Participant contributions at beginning of year2010-12-31$13,109
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$29,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$33,411
Other income not declared elsewhere2010-12-31$48,827
Administrative expenses (other) incurred2010-12-31$3,830
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$1,266,722
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,195,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,928,513
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$6,248,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,607,593
Interest on participant loans2010-12-31$18,609
Value of interest in common/collective trusts at end of year2010-12-31$2,518,972
Value of interest in common/collective trusts at beginning of year2010-12-31$2,125,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$700,782
Net investment gain or loss from common/collective trusts2010-12-31$53,481
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$98,897
Employer contributions (assets) at end of year2010-12-31$98,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$207,629
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 name2010-12-31SELLERS, RICHARDSON, HOLMAN AND WES
Accountancy firm EIN2010-12-31262732677
2009 : THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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 THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

2022: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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
2009: THE MCPHERSON COMPANIES, INC. 401K RETIREMENT 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered263
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,517
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21517
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,003
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22003
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered254
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,574
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18574
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered251
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 $10,367
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10367
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered219
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 $6,578
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6578
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered202
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 $7,192
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7192
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered220
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,340
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8340
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300380
Policy instance 1
Insurance contract or identification number300380
Number of Individuals Covered231
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,933
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7933
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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