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MBA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMBA RETIREMENT SAVINGS PLAN
Plan identification number 333

MBA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

MODERN BUSINESS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MODERN BUSINESS ASSOCIATES, INC.
Employer identification number (EIN):650739320
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about MODERN BUSINESS ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1997-03-26
Company Identification Number: P97000027457
Legal Registered Office Address: 801 US HIGHWAY 1

NORTH PALM BEACH

33408

More information about MODERN BUSINESS ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MBA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01ROBERT SMOLINSKI
3332016-01-01
3332015-01-01
3332014-01-01MARK LETTELLEIR
3332013-01-01MARK LETTELLEIR
3332012-01-01MARK LETTELLEIR
3332011-01-01MARK LETTELLEIR MARK LETTELLEIR2012-10-15
3332010-01-01MARK LETTELLEIR MARK LETTELLEIR2011-09-20
3332009-01-01MARK LETTELLEIR MARK LETTELLEIR2010-10-08

Plan Statistics for MBA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MBA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MBA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,512
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MBA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,475
Total number of active participants reported on line 7a of the Form 55002021-01-012,831
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01489
Total of all active and inactive participants2021-01-013,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,320
Number of participants with account balances2021-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,009
2020: MBA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,111
Total number of active participants reported on line 7a of the Form 55002020-01-012,458
Number of other retired or separated participants entitled to future benefits2020-01-01471
Total of all active and inactive participants2020-01-012,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,929
Number of participants with account balances2020-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: MBA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,380
Total number of active participants reported on line 7a of the Form 55002019-01-013,252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01476
Total of all active and inactive participants2019-01-013,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,728
Number of participants with account balances2019-01-01849
2018: MBA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,177
Total number of active participants reported on line 7a of the Form 55002018-01-012,290
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01399
Total of all active and inactive participants2018-01-012,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,689
Number of participants with account balances2018-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: MBA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,464
Total number of active participants reported on line 7a of the Form 55002017-01-012,374
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01444
Total of all active and inactive participants2017-01-012,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,818
Number of participants with account balances2017-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MBA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,910
Total number of active participants reported on line 7a of the Form 55002016-01-013,160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01304
Total of all active and inactive participants2016-01-013,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,464
Number of participants with account balances2016-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: MBA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,513
Total number of active participants reported on line 7a of the Form 55002015-01-014,037
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01195
Total of all active and inactive participants2015-01-014,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,232
Number of participants with account balances2015-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0195
2014: MBA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,285
Total number of active participants reported on line 7a of the Form 55002014-01-012,770
Number of other retired or separated participants entitled to future benefits2014-01-011,167
Total of all active and inactive participants2014-01-013,937
Total participants2014-01-013,937
Number of participants with account balances2014-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0158
2013: MBA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,399
Total number of active participants reported on line 7a of the Form 55002013-01-012,896
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01389
Total of all active and inactive participants2013-01-013,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,285
Number of participants with account balances2013-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: MBA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,343
Total number of active participants reported on line 7a of the Form 55002012-01-013,017
Number of other retired or separated participants entitled to future benefits2012-01-01443
Total of all active and inactive participants2012-01-013,460
Total participants2012-01-013,460
Number of participants with account balances2012-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: MBA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,492
Total number of active participants reported on line 7a of the Form 55002011-01-013,667
Number of other retired or separated participants entitled to future benefits2011-01-01446
Total of all active and inactive participants2011-01-014,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,113
Number of participants with account balances2011-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: MBA RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,306
Total number of active participants reported on line 7a of the Form 55002010-01-013,535
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01513
Total of all active and inactive participants2010-01-014,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,048
Number of participants with account balances2010-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: MBA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,043
Total number of active participants reported on line 7a of the Form 55002009-01-013,976
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01527
Total of all active and inactive participants2009-01-014,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-014,505
Number of participants with account balances2009-01-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MBA RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MBA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets to this plan2022-10-31$1,263,114
Total transfer of assets from this plan2022-10-31$30,822,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$63,113
Total income from all sources (including contributions)2022-10-31$-2,481,770
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$3,784,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$3,496,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$4,321,996
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$35,888,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$287,690
Total interest from all sources2022-10-31$12,522
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$468,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$468,749
Administrative expenses professional fees incurred2022-10-31$59,137
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$2,907,287
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$478,456
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$102,239
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$137,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$4,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$63,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-6,265,824
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$35,825,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$58,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$35,261,953
Interest on participant loans2022-10-31$12,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-7,285,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,277,396
Employer contributions (assets) at end of year2022-10-31$0
Employer contributions (assets) at beginning of year2022-10-31$40,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$3,496,364
Contract administrator fees2022-10-31$170,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31Yes
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-10-31263429295
2021 : MBA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,517,748
Total transfer of assets from this plan2021-12-31$534,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$63,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,391
Total income from all sources (including contributions)2021-12-31$8,591,007
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,280,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,010,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,271,812
Value of total assets at end of year2021-12-31$35,888,181
Value of total assets at beginning of year2021-12-31$28,593,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,636
Total interest from all sources2021-12-31$19,182
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$836,455
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$836,455
Administrative expenses professional fees incurred2021-12-31$23,025
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,853,918
Participant contributions at end of year2021-12-31$478,456
Participant contributions at beginning of year2021-12-31$381,310
Participant contributions at end of year2021-12-31$102,239
Participant contributions at beginning of year2021-12-31$97,061
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$133,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$63,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$61,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,310,219
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,825,068
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,531,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$70,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,261,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,059,515
Interest on participant loans2021-12-31$19,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,463,558
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$1,284,538
Employer contributions (assets) at end of year2021-12-31$40,724
Employer contributions (assets) at beginning of year2021-12-31$50,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,010,152
Contract administrator fees2021-12-31$176,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2021-12-31431947695
2020 : MBA RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$40,297
Total transfer of assets from this plan2020-12-31$453,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$61,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$124,060
Total income from all sources (including contributions)2020-12-31$7,170,172
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,168,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,941,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,622,541
Value of total assets at end of year2020-12-31$28,593,325
Value of total assets at beginning of year2020-12-31$26,066,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$227,148
Total interest from all sources2020-12-31$18,999
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$365,468
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$365,468
Administrative expenses professional fees incurred2020-12-31$20,500
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 period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,501,344
Participant contributions at end of year2020-12-31$381,310
Participant contributions at beginning of year2020-12-31$327,481
Participant contributions at end of year2020-12-31$97,061
Participant contributions at beginning of year2020-12-31$90,524
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$61,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$124,060
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$3,001,885
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,531,934
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,942,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$48,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,059,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,583,441
Interest on participant loans2020-12-31$18,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,163,164
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$1,108,312
Employer contributions (assets) at end of year2020-12-31$50,342
Employer contributions (assets) at beginning of year2020-12-31$58,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,941,139
Contract administrator fees2020-12-31$158,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2020-12-31431947695
2019 : MBA RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$220,955
Total transfer of assets from this plan2019-12-31$808,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$124,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$102,484
Total income from all sources (including contributions)2019-12-31$8,596,853
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,296,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,941,624
Value of total corrective distributions2019-12-31$124,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,701,368
Value of total assets at end of year2019-12-31$26,066,833
Value of total assets at beginning of year2019-12-31$23,332,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,642
Total interest from all sources2019-12-31$18,271
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$562,953
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$562,953
Administrative expenses professional fees incurred2019-12-31$20,677
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 period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,362,205
Participant contributions at end of year2019-12-31$327,481
Participant contributions at beginning of year2019-12-31$429,338
Participant contributions at end of year2019-12-31$90,524
Participant contributions at beginning of year2019-12-31$102,872
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$348,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$124,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$102,484
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$3,300,527
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,942,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,230,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$48,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,583,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,699,667
Interest on participant loans2019-12-31$18,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,314,261
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$990,600
Employer contributions (assets) at end of year2019-12-31$58,087
Employer contributions (assets) at beginning of year2019-12-31$93,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,941,624
Contract administrator fees2019-12-31$161,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2019-12-31431947695
2018 : MBA RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,291,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$102,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,055
Total income from all sources (including contributions)2018-12-31$1,729,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,156,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,783,999
Value of total corrective distributions2018-12-31$102,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,376,126
Value of total assets at end of year2018-12-31$23,332,597
Value of total assets at beginning of year2018-12-31$25,988,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$270,419
Total interest from all sources2018-12-31$19,346
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$535,383
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$535,383
Administrative expenses professional fees incurred2018-12-31$27,000
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 period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,380,569
Participant contributions at end of year2018-12-31$429,338
Participant contributions at beginning of year2018-12-31$411,665
Participant contributions at end of year2018-12-31$102,872
Participant contributions at beginning of year2018-12-31$102,242
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$102,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,426,989
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,230,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,948,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$69,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,699,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,352,267
Interest on participant loans2018-12-31$19,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,200,942
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$938,408
Employer contributions (assets) at end of year2018-12-31$93,001
Employer contributions (assets) at beginning of year2018-12-31$117,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,783,999
Contract administrator fees2018-12-31$174,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2018-12-31431947695
2017 : MBA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,290,075
Total transfer of assets from this plan2017-12-31$4,527,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,005
Total income from all sources (including contributions)2017-12-31$6,092,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,733,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,473,059
Value of total corrective distributions2017-12-31$43,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,841,232
Value of total assets at end of year2017-12-31$25,988,844
Value of total assets at beginning of year2017-12-31$21,911,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$216,677
Total interest from all sources2017-12-31$20,876
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$270,646
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$270,646
Administrative expenses professional fees incurred2017-12-31$1,662
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,857,109
Participant contributions at end of year2017-12-31$411,665
Participant contributions at beginning of year2017-12-31$680,357
Participant contributions at end of year2017-12-31$102,242
Participant contributions at beginning of year2017-12-31$131,318
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$223,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$40,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$84,005
Total non interest bearing cash at beginning of year2017-12-31$54,382
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$4,359,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,948,789
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,827,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$48,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,352,267
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,889,797
Interest on participant loans2017-12-31$20,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$975,644
Net investment gain/loss from pooled separate accounts2017-12-31$1,984,301
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$760,788
Employer contributions (assets) at end of year2017-12-31$117,026
Employer contributions (assets) at beginning of year2017-12-31$155,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,473,059
Contract administrator fees2017-12-31$166,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2017-12-31431947695
2016 : MBA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,639,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$84,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$69,333
Total income from all sources (including contributions)2016-12-31$4,322,563
Total of all expenses incurred2016-12-31$1,781,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,591,448
Value of total corrective distributions2016-12-31$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,696,205
Value of total assets at end of year2016-12-31$21,911,055
Value of total assets at beginning of year2016-12-31$16,715,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$189,244
Total interest from all sources2016-12-31$26,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$2,037,459
Participant contributions at end of year2016-12-31$680,357
Participant contributions at beginning of year2016-12-31$456,244
Participant contributions at end of year2016-12-31$131,318
Participant contributions at beginning of year2016-12-31$68,325
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$84,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$69,333
Administrative expenses (other) incurred2016-12-31$10,605
Total non interest bearing cash at end of year2016-12-31$54,382
Total non interest bearing cash at beginning of year2016-12-31$43,230
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$2,541,236
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,827,050
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,646,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$28,962
Value of interest in pooled separate accounts at end of year2016-12-31$20,889,797
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,083,173
Interest on participant loans2016-12-31$26,915
Net investment gain/loss from pooled separate accounts2016-12-31$1,599,443
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$641,045
Employer contributions (assets) at end of year2016-12-31$155,201
Employer contributions (assets) at beginning of year2016-12-31$64,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,591,448
Contract administrator fees2016-12-31$149,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2016-12-31431947695
2015 : MBA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,932,319
Total transfer of assets from this plan2015-12-31$2,690,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$69,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,940
Total income from all sources (including contributions)2015-12-31$1,985,669
Total of all expenses incurred2015-12-31$1,916,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,789,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,319,352
Value of total assets at end of year2015-12-31$16,715,595
Value of total assets at beginning of year2015-12-31$16,385,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$127,289
Total interest from all sources2015-12-31$17,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$127,289
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,539,478
Participant contributions at end of year2015-12-31$456,244
Participant contributions at beginning of year2015-12-31$384,286
Participant contributions at end of year2015-12-31$68,325
Participant contributions at beginning of year2015-12-31$75,254
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$315,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$69,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$48,940
Total non interest bearing cash at end of year2015-12-31$43,230
Total non interest bearing cash at beginning of year2015-12-31$44,667
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$68,687
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,646,262
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,336,185
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 pooled separate accounts at end of year2015-12-31$16,083,173
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,637,278
Interest on participant loans2015-12-31$17,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-351,249
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$464,716
Employer contributions (assets) at end of year2015-12-31$64,623
Employer contributions (assets) at beginning of year2015-12-31$243,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,789,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2015-12-31431947695
2014 : MBA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$169,669
Total transfer of assets from this plan2014-12-31$2,953,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$44,596
Total income from all sources (including contributions)2014-12-31$3,198,015
Total of all expenses incurred2014-12-31$4,994,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,808,619
Value of total corrective distributions2014-12-31$48,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,304,869
Value of total assets at end of year2014-12-31$16,385,125
Value of total assets at beginning of year2014-12-31$20,961,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$137,343
Total interest from all sources2014-12-31$9,091
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,585
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$1,585
Administrative expenses professional fees incurred2014-12-31$102,585
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 period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,373,856
Participant contributions at end of year2014-12-31$384,286
Participant contributions at beginning of year2014-12-31$491,007
Participant contributions at end of year2014-12-31$75,254
Participant contributions at beginning of year2014-12-31$140,011
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$307,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$48,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$44,596
Total non interest bearing cash at end of year2014-12-31$44,667
Total non interest bearing cash at beginning of year2014-12-31$42,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,796,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,336,185
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,916,900
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 beginning of year2014-12-31$9,667
Value of interest in pooled separate accounts at end of year2014-12-31$15,637,278
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,078,253
Interest on participant loans2014-12-31$9,091
Net investment gain/loss from pooled separate accounts2014-12-31$882,470
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$623,666
Employer contributions (assets) at end of year2014-12-31$243,640
Employer contributions (assets) at beginning of year2014-12-31$191,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,808,619
Contract administrator fees2014-12-31$34,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2014-12-31431947695
2013 : MBA RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$1,504,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,047
Total income from all sources (including contributions)2013-12-31$5,649,012
Total of all expenses incurred2013-12-31$4,745,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,516,888
Expenses. Certain deemed distributions of participant loans2013-12-31$13,293
Value of total corrective distributions2013-12-31$44,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,630,279
Value of total assets at end of year2013-12-31$20,961,496
Value of total assets at beginning of year2013-12-31$21,523,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$170,418
Total interest from all sources2013-12-31$20,657
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$119,125
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$119,125
Administrative expenses professional fees incurred2013-12-31$39,002
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,682,036
Participant contributions at end of year2013-12-31$491,007
Participant contributions at beginning of year2013-12-31$626,098
Participant contributions at end of year2013-12-31$140,011
Participant contributions at beginning of year2013-12-31$190,545
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$198,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$44,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,047
Total non interest bearing cash at end of year2013-12-31$42,395
Total non interest bearing cash at beginning of year2013-12-31$21,832
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$903,817
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,916,900
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,517,820
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$9,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,636,952
Value of interest in pooled separate accounts at end of year2013-12-31$20,078,253
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,621,571
Interest on participant loans2013-12-31$20,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$745,129
Net investment gain/loss from pooled separate accounts2013-12-31$2,133,822
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$750,050
Employer contributions (assets) at end of year2013-12-31$191,378
Employer contributions (assets) at beginning of year2013-12-31$425,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,516,888
Contract administrator fees2013-12-31$131,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
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 name2013-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2013-12-31431947695
2012 : MBA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$798,499
Total transfer of assets from this plan2012-12-31$131,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,169
Total income from all sources (including contributions)2012-12-31$4,925,809
Total of all expenses incurred2012-12-31$1,923,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,783,750
Value of total corrective distributions2012-12-31$6,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,070,598
Value of total assets at end of year2012-12-31$21,523,867
Value of total assets at beginning of year2012-12-31$17,852,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$133,452
Total interest from all sources2012-12-31$22,111
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$265,440
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$265,440
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 period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,965,223
Participant contributions at end of year2012-12-31$626,098
Participant contributions at beginning of year2012-12-31$487,942
Participant contributions at end of year2012-12-31$190,545
Participant contributions at beginning of year2012-12-31$163,112
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$123,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,169
Total non interest bearing cash at end of year2012-12-31$21,832
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$3,002,560
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,517,820
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,848,058
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
Investment advisory and management fees2012-12-31$33,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,636,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,716,889
Value of interest in pooled separate accounts at end of year2012-12-31$14,621,571
Interest on participant loans2012-12-31$22,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$993,448
Net investment gain/loss from pooled separate accounts2012-12-31$574,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$981,780
Employer contributions (assets) at end of year2012-12-31$425,607
Employer contributions (assets) at beginning of year2012-12-31$475,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,783,750
Contract administrator fees2012-12-31$100,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : MBA RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$434,600
Total transfer of assets from this plan2011-12-31$875,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$956
Total income from all sources (including contributions)2011-12-31$2,412,899
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,136,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,840,495
Value of total corrective distributions2011-12-31$4,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,619,714
Value of total assets at end of year2011-12-31$17,852,227
Value of total assets at beginning of year2011-12-31$18,014,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$292,230
Total interest from all sources2011-12-31$22,304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$440,757
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$440,757
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,623,676
Participant contributions at end of year2011-12-31$487,942
Participant contributions at beginning of year2011-12-31$452,221
Participant contributions at end of year2011-12-31$163,112
Participant contributions at beginning of year2011-12-31$110,877
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$41,383
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$146,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$956
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$276,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,848,058
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,013,367
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
Investment advisory and management fees2011-12-31$22,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,716,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,034,691
Interest on participant loans2011-12-31$22,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-669,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$849,540
Employer contributions (assets) at end of year2011-12-31$475,380
Employer contributions (assets) at beginning of year2011-12-31$367,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,840,495
Contract administrator fees2011-12-31$269,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : MBA RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,696,897
Total transfer of assets from this plan2010-12-31$194,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,059
Total income from all sources (including contributions)2010-12-31$4,103,884
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,712,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,434,285
Value of total corrective distributions2010-12-31$956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,305,961
Value of total assets at end of year2010-12-31$18,014,323
Value of total assets at beginning of year2010-12-31$14,143,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$277,164
Total interest from all sources2010-12-31$21,869
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320,932
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$320,932
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,495,564
Participant contributions at end of year2010-12-31$452,221
Participant contributions at beginning of year2010-12-31$435,878
Participant contributions at end of year2010-12-31$110,877
Participant contributions at beginning of year2010-12-31$111,349
Assets. Other investments not covered elsewhere at end of year2010-12-31$41,383
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,059
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$2,391,479
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,013,367
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,119,747
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
Investment advisory and management fees2010-12-31$17,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,034,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,207,850
Interest on participant loans2010-12-31$21,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,455,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$717,770
Employer contributions (assets) at end of year2010-12-31$367,333
Employer contributions (assets) at beginning of year2010-12-31$381,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,434,285
Contract administrator fees2010-12-31$259,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : MBA RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MBA RETIREMENT SAVINGS PLAN

2022: MBA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MBA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MBA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MBA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MBA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MBA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 - TrustYes
2016: MBA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MBA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MBA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MBA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MBA RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MBA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MBA RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MBA RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104982
Policy instance 1
Insurance contract or identification number104982
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-10-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $76,356
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?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
Amount paid for insurance broker fees60856
Additional information about fees paid to insurance brokerTPA FEES PAID; TPA COMPENSATION; OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameMAYER, HOFFMAN, MCCANN, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104982
Policy instance 1
Insurance contract or identification number104982
Number of Individuals Covered1091
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52,080
Total amount of fees paid to insurance companyUSD $17,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,080
Amount paid for insurance broker fees6718
Additional information about fees paid to insurance brokerOTHER ALLOWANCE
Insurance broker organization code?4
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104982
Policy instance 1
Insurance contract or identification number104982
Number of Individuals Covered967
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $54,137
Total amount of fees paid to insurance companyUSD $115,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,137
Amount paid for insurance broker fees7229
Additional information about fees paid to insurance brokerOTHER ALLOWANCE
Insurance broker organization code?4
Insurance broker nameMODERN BUSINESS ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104982
Policy instance 1
Insurance contract or identification number104982
Number of Individuals Covered1026
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44,576
Total amount of fees paid to insurance companyUSD $115,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,576
Amount paid for insurance broker fees6362
Additional information about fees paid to insurance brokerOTHER ALLOWANCE
Insurance broker organization code?4
Insurance broker nameMODERN BUSINESS ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104982
Policy instance 1
Insurance contract or identification number104982
Number of Individuals Covered1084
Insurance policy start date2012-07-26
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $52,210
Total amount of fees paid to insurance companyUSD $36,004
Commission paid to Insurance BrokerUSD $52,210
Insurance broker organization code?4
Amount paid for insurance broker fees29372
Insurance broker nameMODERN BUSINESS ASSOCIATES, INC.

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