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MEIER & BARRUS, INC. PROFIT-SHARING PLAN 401k Plan overview

Plan NameMEIER & BARRUS, INC. PROFIT-SHARING PLAN
Plan identification number 001

MEIER & BARRUS, INC. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MEIER & BARRUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEIER & BARRUS, INC.
Employer identification number (EIN):731479089
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEIER & BARRUS, INC. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PHILLIP MEIER2024-06-20
0012022-01-01PHILLIP MEIER2023-03-29 PHILLIP MEIER2023-03-29
0012021-01-01PHIL MEIER2022-01-28 PHIL MEIER2022-01-28
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL MEIER PHIL MEIER2018-08-06
0012016-01-01PHIL MEIER
0012015-01-01PHIL MEIER
0012014-01-01PHIL MEIER
0012013-01-01PHIL MEIER2014-08-26
0012012-01-01PHIL MEIER
0012011-01-01PHIL MEIER
0012010-01-01PHIL MEIER
0012009-01-01PHIL MEIER

Financial Data on MEIER & BARRUS, INC. PROFIT-SHARING PLAN

Measure Date Value
2024 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-20-1502235
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-200
Net assets as of the end of the plan year2024-06-20603712
Total assets as of the beginning of the plan year2024-06-201826469
Value of plan covered by a fidelity bond2024-06-2050000
Participant contributions to plan in this plan year2024-06-200
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20233777
Plan net income in this plan year2024-06-20279478
Net assets as of the end of the plan year2024-06-20603712
Net assets as of the beginning of the plan year2024-06-201826469
Employer contributions to plan in this plan year2024-06-2045701
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-200
2022 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-01-280
Total liabilities as of the end of the plan year2022-01-280
Total liabilities as of the beginning of the plan year2022-01-280
Net assets as of the end of the plan year2022-01-282149811
Total assets as of the beginning of the plan year2022-01-281756507
Value of plan covered by a fidelity bond2022-01-2850000
Other income to plan in this plan year2022-01-28356304
Plan net income in this plan year2022-01-28393304
Net assets as of the end of the plan year2022-01-282149811
Net assets as of the beginning of the plan year2022-01-281756507
Employer contributions to plan in this plan year2022-01-2837000
2020 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$193,962
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,756,507
Total plan assets at beginning of year2020-12-31$1,562,545
Value of fidelity bond covering the plan2020-12-31$50,000
Other income received2020-12-31$158,962
Net income (gross income less expenses)2020-12-31$193,962
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,756,507
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,562,545
Total contributions received or receivable from employer(s)2020-12-31$35,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$35,000
Amount contributed by the employer to the plan for this plan year2020-12-31$35,000
2019 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$392,306
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,562,545
Total plan assets at beginning of year2019-12-31$1,170,239
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$357,306
Net income (gross income less expenses)2019-12-31$392,306
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,562,545
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,170,239
Total contributions received or receivable from employer(s)2019-12-31$35,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$35,000
Amount contributed by the employer to the plan for this plan year2019-12-31$35,000
2018 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$37,000
Expenses. Total of all expenses incurred2018-12-31$105,470
Total plan assets at end of year2018-12-31$1,170,239
Total plan assets at beginning of year2018-12-31$1,238,709
Value of fidelity bond covering the plan2018-12-31$50,000
Expenses. Other expenses not covered elsewhere2018-12-31$105,470
Net income (gross income less expenses)2018-12-31$-68,470
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,170,239
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,238,709
Total contributions received or receivable from employer(s)2018-12-31$37,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$37,000
Amount contributed by the employer to the plan for this plan year2018-12-31$37,000
2017 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$103,397
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,238,709
Total plan assets at beginning of year2017-12-31$1,135,312
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$64,933
Net income (gross income less expenses)2017-12-31$103,397
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,238,709
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,135,312
Total contributions received or receivable from employer(s)2017-12-31$38,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$38,464
Amount contributed by the employer to the plan for this plan year2017-12-31$38,464
2016 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$157,227
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,135,312
Total plan assets at beginning of year2016-12-31$978,085
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$120,892
Net income (gross income less expenses)2016-12-31$157,227
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,135,312
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$978,085
Total contributions received or receivable from employer(s)2016-12-31$36,335
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$36,335
Amount contributed by the employer to the plan for this plan year2016-12-31$36,335
2015 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,750
Expenses. Total of all expenses incurred2015-12-31$47,139
Total plan assets at end of year2015-12-31$978,085
Total plan assets at beginning of year2015-12-31$992,474
Value of fidelity bond covering the plan2015-12-31$50,000
Expenses. Other expenses not covered elsewhere2015-12-31$47,139
Net income (gross income less expenses)2015-12-31$-14,389
Net plan assets at end of year (total assets less liabilities)2015-12-31$978,085
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$992,474
Total contributions received or receivable from employer(s)2015-12-31$32,750
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$32,750
Amount contributed by the employer to the plan for this plan year2015-12-31$32,750
2014 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$38,649
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$992,474
Total plan assets at beginning of year2014-12-31$953,825
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,777
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$38,649
Net plan assets at end of year (total assets less liabilities)2014-12-31$992,474
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$953,825
Total contributions received or receivable from employer(s)2014-12-31$32,872
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$32,872
Amount contributed by the employer to the plan for this plan year2014-12-31$32,872
2012 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$116,275
Total plan assets at end of year2012-12-31$765,803
Total plan assets at beginning of year2012-12-31$649,528
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$84,775
Net income (gross income less expenses)2012-12-31$116,275
Net plan assets at end of year (total assets less liabilities)2012-12-31$765,803
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$649,528
Total contributions received or receivable from employer(s)2012-12-31$31,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$31,500
Amount contributed by the employer to the plan for this plan year2012-12-31$31,500
2011 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$34,467
Total plan assets at end of year2011-12-31$648,528
Total plan assets at beginning of year2011-12-31$615,061
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$967
Net income (gross income less expenses)2011-12-31$34,467
Net plan assets at end of year (total assets less liabilities)2011-12-31$648,528
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$615,061
Total contributions received or receivable from employer(s)2011-12-31$33,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$33,500
Amount contributed by the employer to the plan for this plan year2011-12-31$33,500
2010 : MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$95,173
Total plan assets at end of year2010-12-31$615,061
Total plan assets at beginning of year2010-12-31$519,888
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$65,173
Net income (gross income less expenses)2010-12-31$95,173
Net plan assets at end of year (total assets less liabilities)2010-12-31$615,061
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$519,888
Total contributions received or receivable from employer(s)2010-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MEIER & BARRUS, INC. PROFIT-SHARING 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 MEIER & BARRUS, INC. PROFIT-SHARING PLAN

2020: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEIER & BARRUS, INC. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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