MARCO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-155,213 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $119,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $114,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $345,997 |
Value of total assets at end of year | 2022-12-31 | $2,691,303 |
Value of total assets at beginning of year | 2022-12-31 | $2,966,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,739 |
Total interest from all sources | 2022-12-31 | $2,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $131,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $131,874 |
Administrative expenses professional fees incurred | 2022-12-31 | $4,739 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $296,618 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $203,649 |
Participant contributions at end of year | 2022-12-31 | $46,617 |
Participant contributions at beginning of year | 2022-12-31 | $59,352 |
Total non interest bearing cash at end of year | 2022-12-31 | $221 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-274,872 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,691,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,966,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,644,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,906,823 |
Interest on participant loans | 2022-12-31 | $2,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-635,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $142,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $114,920 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2022-12-31 | 731479528 |
2021 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $642,745 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $204,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $199,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $318,265 |
Value of total assets at end of year | 2021-12-31 | $2,966,175 |
Value of total assets at beginning of year | 2021-12-31 | $2,528,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,750 |
Total interest from all sources | 2021-12-31 | $3,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $164,209 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $164,209 |
Administrative expenses professional fees incurred | 2021-12-31 | $5,750 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $280,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $174,912 |
Participant contributions at end of year | 2021-12-31 | $59,352 |
Participant contributions at beginning of year | 2021-12-31 | $83,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $16,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $437,946 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,966,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,528,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,906,823 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,444,664 |
Interest on participant loans | 2021-12-31 | $3,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $156,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $126,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $199,049 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2021-12-31 | 731479528 |
2020 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $562,739 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $229,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $223,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $270,247 |
Value of total assets at end of year | 2020-12-31 | $2,528,229 |
Value of total assets at beginning of year | 2020-12-31 | $2,195,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,155 |
Total interest from all sources | 2020-12-31 | $5,729 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $64,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $64,715 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $219,549 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $158,656 |
Participant contributions at end of year | 2020-12-31 | $83,565 |
Participant contributions at beginning of year | 2020-12-31 | $125,779 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $332,806 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,528,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,195,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,444,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,069,644 |
Interest on participant loans | 2020-12-31 | $5,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $222,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $110,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $223,778 |
Contract administrator fees | 2020-12-31 | $6,155 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2020-12-31 | 731479528 |
2019 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $643,028 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $354,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $352,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $257,934 |
Value of total assets at end of year | 2019-12-31 | $2,195,423 |
Value of total assets at beginning of year | 2019-12-31 | $1,906,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,838 |
Total interest from all sources | 2019-12-31 | $9,005 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $81,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $81,159 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $190,659 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $156,483 |
Participant contributions at end of year | 2019-12-31 | $125,779 |
Participant contributions at beginning of year | 2019-12-31 | $125,202 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $288,837 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,195,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,906,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,069,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,781,384 |
Interest on participant loans | 2019-12-31 | $9,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $294,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $101,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $352,353 |
Contract administrator fees | 2019-12-31 | $1,838 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2019-12-31 | 731479528 |
2018 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $142,014 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $120,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $119,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $238,611 |
Value of total assets at end of year | 2018-12-31 | $1,906,586 |
Value of total assets at beginning of year | 2018-12-31 | $1,885,301 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,562 |
Total interest from all sources | 2018-12-31 | $3,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $84,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $84,017 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,562 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $190,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $145,775 |
Participant contributions at end of year | 2018-12-31 | $125,202 |
Participant contributions at beginning of year | 2018-12-31 | $63,798 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $21,285 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,906,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,885,301 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,781,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,821,503 |
Interest on participant loans | 2018-12-31 | $3,965 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-184,579 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $92,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $119,167 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2018-12-31 | 731479528 |
2017 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $528,204 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $430,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $428,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $238,033 |
Value of total assets at end of year | 2017-12-31 | $1,885,301 |
Value of total assets at beginning of year | 2017-12-31 | $1,787,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,037 |
Total interest from all sources | 2017-12-31 | $4,581 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $44,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $44,711 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,037 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $180,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $143,515 |
Participant contributions at end of year | 2017-12-31 | $63,798 |
Participant contributions at beginning of year | 2017-12-31 | $108,446 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $97,459 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,885,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,787,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,821,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,679,396 |
Interest on participant loans | 2017-12-31 | $4,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $240,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $94,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $428,708 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2017-12-31 | 731479528 |
2016 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $334,474 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $58,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $57,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $223,389 |
Value of total assets at end of year | 2016-12-31 | $1,787,842 |
Value of total assets at beginning of year | 2016-12-31 | $1,512,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,075 |
Total interest from all sources | 2016-12-31 | $3,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $53,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $53,537 |
Administrative expenses professional fees incurred | 2016-12-31 | $1,075 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $180,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $133,519 |
Participant contributions at end of year | 2016-12-31 | $108,446 |
Participant contributions at beginning of year | 2016-12-31 | $65,197 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $275,744 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,787,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,512,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,679,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,446,901 |
Interest on participant loans | 2016-12-31 | $3,580 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $53,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $89,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $57,655 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2016-12-31 | 731479528 |
2015 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $222,221 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $190,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $190,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $205,364 |
Value of total assets at end of year | 2015-12-31 | $1,512,098 |
Value of total assets at beginning of year | 2015-12-31 | $1,480,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $534 |
Total interest from all sources | 2015-12-31 | $2,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $72,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $72,890 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $180,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $121,010 |
Participant contributions at end of year | 2015-12-31 | $65,197 |
Participant contributions at beginning of year | 2015-12-31 | $64,778 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,519 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $31,333 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,512,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,480,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,446,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,415,987 |
Interest on participant loans | 2015-12-31 | $2,763 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-58,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $82,835 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $190,354 |
Contract administrator fees | 2015-12-31 | $125 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2015-12-31 | 731479528 |
2014 : MARCO INDUSTRIES 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $278,732 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $163,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $162,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $198,810 |
Value of total assets at end of year | 2014-12-31 | $1,480,765 |
Value of total assets at beginning of year | 2014-12-31 | $1,365,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $507 |
Total interest from all sources | 2014-12-31 | $2,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $180,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $123,370 |
Participant contributions at end of year | 2014-12-31 | $64,778 |
Participant contributions at beginning of year | 2014-12-31 | $67,055 |
Administrative expenses (other) incurred | 2014-12-31 | $507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $115,566 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,480,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,365,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,415,987 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,298,144 |
Interest on participant loans | 2014-12-31 | $2,309 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $77,613 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $75,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $162,659 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HEATHERINGTON & FIELDS |
Accountancy firm EIN | 2014-12-31 | 731479528 |