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MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST
Plan identification number 001

MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

MARVIN F. POER AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MARVIN F. POER AND COMPANY
Employer identification number (EIN):751533973
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about MARVIN F. POER AND COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1976-12-28
Company Identification Number: 0039506500
Legal Registered Office Address: 12720 HILLCREST RD STE 900

DALLAS
United States of America (USA)
75230

More information about MARVIN F. POER AND COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KITTY EVERHART
0012016-01-01KITTY EVERHART
0012015-01-01KITTY EVERHART
0012014-01-01KITTY EVERHART
0012013-01-01KITTY EVERHART
0012012-01-01KITTY EVERHART
0012011-01-01KITTY EVERHART
0012010-01-01KITTY EVERHART
0012009-01-01KITTY EVERHART

Plan Statistics for MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01204
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01204
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01223
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01218
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01216
Number of participants with account balances2020-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01218
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01220
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01217
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01239
Number of participants with account balances2016-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01227
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01212
Total number of active participants reported on line 7a of the Form 55002014-01-01197
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01237
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01212
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01205
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01206
Number of participants with account balances2011-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01240
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01211
Number of participants with account balances2010-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01240
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total transfer of assets from this plan2023-01-31$25,538,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$1,621,654
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$7,795,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$7,793,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$0
Value of total assets at end of year2023-01-31$0
Value of total assets at beginning of year2023-01-31$31,712,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$2,000
Total interest from all sources2023-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$3,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$3,100
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$0
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$178,812
Assets. Other investments not covered elsewhere at end of year2023-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-31$0
Other income not declared elsewhere2023-01-31$0
Administrative expenses (other) incurred2023-01-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-6,173,936
Value of net assets at end of year (total assets less liabilities)2023-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$31,712,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$27,425,352
Interest on participant loans2023-01-31$0
Value of interest in common/collective trusts at end of year2023-01-31$0
Value of interest in common/collective trusts at beginning of year2023-01-31$3,820,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$1,613,033
Net investment gain or loss from common/collective trusts2023-01-31$5,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$0
Employer contributions (assets) at end of year2023-01-31$0
Employer contributions (assets) at beginning of year2023-01-31$288,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$7,793,590
Did the plan have assets held for investment2023-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31Yes
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31FOX, BYRD, & COMPANY, P.C
Accountancy firm EIN2023-01-31751568850
2022 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,656,090
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,821,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,807,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,869,076
Value of total assets at end of year2022-12-31$31,712,672
Value of total assets at beginning of year2022-12-31$48,190,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,140
Total interest from all sources2022-12-31$10,609
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$953,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$953,404
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,478,213
Participant contributions at end of year2022-12-31$178,812
Participant contributions at beginning of year2022-12-31$267,733
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$102,508
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$105,615
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$293
Other income not declared elsewhere2022-12-31$2,160
Administrative expenses (other) incurred2022-12-31$14,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,477,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,712,672
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,190,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,425,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,320,030
Interest on participant loans2022-12-31$10,609
Value of interest in common/collective trusts at end of year2022-12-31$3,820,260
Value of interest in common/collective trusts at beginning of year2022-12-31$2,228,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,541,865
Net investment gain or loss from common/collective trusts2022-12-31$50,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$285,248
Employer contributions (assets) at end of year2022-12-31$288,248
Employer contributions (assets) at beginning of year2022-12-31$271,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,807,027
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FOX, BYRD, & COMPANY, P.C
Accountancy firm EIN2022-12-31751568850
2021 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,759,510
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,336,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,321,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,739,104
Value of total assets at end of year2021-12-31$48,190,222
Value of total assets at beginning of year2021-12-31$43,767,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,750
Total interest from all sources2021-12-31$14,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,134,485
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$3,134,485
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,452,976
Participant contributions at end of year2021-12-31$267,733
Participant contributions at beginning of year2021-12-31$276,437
Assets. Other investments not covered elsewhere at end of year2021-12-31$102,508
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$98,796
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,526
Other income not declared elsewhere2021-12-31$2,155
Administrative expenses (other) incurred2021-12-31$14,750
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$4,422,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,190,222
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,767,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,320,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,064,866
Interest on participant loans2021-12-31$14,444
Value of interest in common/collective trusts at end of year2021-12-31$2,228,349
Value of interest in common/collective trusts at beginning of year2021-12-31$3,041,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,836,596
Net investment gain or loss from common/collective trusts2021-12-31$32,726
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$271,602
Employer contributions (assets) at end of year2021-12-31$271,602
Employer contributions (assets) at beginning of year2021-12-31$285,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,321,962
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 name2021-12-31FOX,BYRD, & COMPANY, P.C
Accountancy firm EIN2021-12-31751568850
2020 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,057,840
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$946,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$933,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,039,324
Value of total assets at end of year2020-12-31$43,767,424
Value of total assets at beginning of year2020-12-31$36,656,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,708
Total interest from all sources2020-12-31$16,654
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,231,673
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$1,231,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,473,558
Participant contributions at end of year2020-12-31$276,437
Participant contributions at beginning of year2020-12-31$321,348
Assets. Other investments not covered elsewhere at end of year2020-12-31$98,796
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$94,471
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$283,331
Other income not declared elsewhere2020-12-31$2,767
Administrative expenses (other) incurred2020-12-31$13,708
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$7,111,004
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,767,424
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,656,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,064,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,192,936
Interest on participant loans2020-12-31$16,654
Value of interest in common/collective trusts at end of year2020-12-31$3,041,390
Value of interest in common/collective trusts at beginning of year2020-12-31$2,784,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,696,988
Net investment gain or loss from common/collective trusts2020-12-31$70,434
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$282,435
Employer contributions (assets) at end of year2020-12-31$285,935
Employer contributions (assets) at beginning of year2020-12-31$262,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$933,128
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FOX, BYRD, & COMPANY, P.C.
Accountancy firm EIN2020-12-31751568850
2019 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,494,344
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,304,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,290,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,865,437
Value of total assets at end of year2019-12-31$36,656,420
Value of total assets at beginning of year2019-12-31$31,466,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,195
Total interest from all sources2019-12-31$13,245
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,076,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,076,717
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,408,555
Participant contributions at end of year2019-12-31$321,348
Participant contributions at beginning of year2019-12-31$250,263
Assets. Other investments not covered elsewhere at end of year2019-12-31$94,471
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$256,175
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,241
Other income not declared elsewhere2019-12-31$6,407
Administrative expenses (other) incurred2019-12-31$14,195
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$5,190,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,656,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,466,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,192,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,330,118
Interest on participant loans2019-12-31$13,245
Value of interest in common/collective trusts at end of year2019-12-31$2,784,724
Value of interest in common/collective trusts at beginning of year2019-12-31$3,362,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,460,975
Net investment gain or loss from common/collective trusts2019-12-31$71,563
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$257,641
Employer contributions (assets) at end of year2019-12-31$262,941
Employer contributions (assets) at beginning of year2019-12-31$267,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,290,033
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FOX, BYRD, & COMPANY, P.C.
Accountancy firm EIN2019-12-31751568850
2018 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$157,802
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,488,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,474,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,706,486
Value of total assets at end of year2018-12-31$31,466,304
Value of total assets at beginning of year2018-12-31$32,796,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,299
Total interest from all sources2018-12-31$12,328
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,203,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,203,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,363,742
Participant contributions at end of year2018-12-31$250,263
Participant contributions at beginning of year2018-12-31$241,381
Assets. Other investments not covered elsewhere at end of year2018-12-31$256,175
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$319,991
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,932
Other income not declared elsewhere2018-12-31$-63,427
Administrative expenses (other) incurred2018-12-31$14,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,330,678
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,466,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,796,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,330,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,025,625
Interest on participant loans2018-12-31$12,328
Value of interest in common/collective trusts at end of year2018-12-31$3,362,228
Value of interest in common/collective trusts at beginning of year2018-12-31$2,938,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,771,316
Net investment gain or loss from common/collective trusts2018-12-31$69,991
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$262,812
Employer contributions (assets) at end of year2018-12-31$267,520
Employer contributions (assets) at beginning of year2018-12-31$271,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,474,181
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FOX, BYRD, & COMPANY, P.C.
Accountancy firm EIN2018-12-31751568850
2017 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,216,036
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,060,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,046,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,957,089
Value of total assets at end of year2017-12-31$32,796,982
Value of total assets at beginning of year2017-12-31$27,641,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,708
Total interest from all sources2017-12-31$12,772
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$897,385
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$897,385
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,387,286
Participant contributions at end of year2017-12-31$241,381
Participant contributions at beginning of year2017-12-31$321,454
Assets. Other investments not covered elsewhere at end of year2017-12-31$319,991
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$352,202
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$307,337
Administrative expenses (other) incurred2017-12-31$14,708
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$5,155,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,796,982
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,641,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,025,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,454,926
Interest on participant loans2017-12-31$12,772
Value of interest in common/collective trusts at end of year2017-12-31$2,938,519
Value of interest in common/collective trusts at beginning of year2017-12-31$3,245,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,290,681
Net investment gain or loss from common/collective trusts2017-12-31$58,109
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$262,466
Employer contributions (assets) at end of year2017-12-31$271,466
Employer contributions (assets) at beginning of year2017-12-31$268,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,046,288
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FOX, BYRE, & COMPANY, P.C.
Accountancy firm EIN2017-12-31751568550
2016 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,693,977
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,668,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,654,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,623,993
Value of total assets at end of year2016-12-31$27,641,942
Value of total assets at beginning of year2016-12-31$25,616,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,735
Total interest from all sources2016-12-31$12,651
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$712,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$712,374
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,359,260
Participant contributions at end of year2016-12-31$321,454
Participant contributions at beginning of year2016-12-31$353,157
Assets. Other investments not covered elsewhere at end of year2016-12-31$352,202
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$333,806
Administrative expenses (other) incurred2016-12-31$14,735
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$2,025,179
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,641,942
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,616,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,454,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,198,274
Interest on participant loans2016-12-31$12,651
Value of interest in common/collective trusts at end of year2016-12-31$3,245,327
Value of interest in common/collective trusts at beginning of year2016-12-31$2,479,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,293,479
Net investment gain or loss from common/collective trusts2016-12-31$51,480
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$264,733
Employer contributions (assets) at end of year2016-12-31$268,033
Employer contributions (assets) at beginning of year2016-12-31$251,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,654,063
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 name2016-12-31FOX, BYRE & COMPANY, P.C.
Accountancy firm EIN2016-12-31751568550
2015 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,557,813
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,466,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,451,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,567,160
Value of total assets at end of year2015-12-31$25,616,763
Value of total assets at beginning of year2015-12-31$25,525,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,554
Total interest from all sources2015-12-31$15,017
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$861,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$861,461
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,268,714
Participant contributions at end of year2015-12-31$353,157
Participant contributions at beginning of year2015-12-31$328,573
Assets. Other investments not covered elsewhere at end of year2015-12-31$333,806
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$317,812
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,801
Other income not declared elsewhere2015-12-31$-2,921
Administrative expenses (other) incurred2015-12-31$14,554
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$91,299
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,616,763
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,525,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,198,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,548,633
Interest on participant loans2015-12-31$15,017
Value of interest in common/collective trusts at end of year2015-12-31$2,479,881
Value of interest in common/collective trusts at beginning of year2015-12-31$1,089,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-912,128
Net investment gain or loss from common/collective trusts2015-12-31$29,224
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$248,645
Employer contributions (assets) at end of year2015-12-31$251,645
Employer contributions (assets) at beginning of year2015-12-31$241,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,451,960
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 name2015-12-31FOX, BYRE & COMPANY, P.C.
Accountancy firm EIN2015-12-31751568850
2014 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,479,493
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$321,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$307,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,430,823
Value of total assets at end of year2014-12-31$25,525,464
Value of total assets at beginning of year2014-12-31$22,367,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,065
Total interest from all sources2014-12-31$11,675
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$788,683
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$788,683
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,193,327
Participant contributions at end of year2014-12-31$328,573
Participant contributions at beginning of year2014-12-31$203,168
Assets. Other investments not covered elsewhere at end of year2014-12-31$317,812
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$303,109
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$502
Other income not declared elsewhere2014-12-31$6,552
Administrative expenses (other) incurred2014-12-31$14,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,158,277
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,525,464
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,367,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,548,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,195,985
Interest on participant loans2014-12-31$11,675
Value of interest in common/collective trusts at end of year2014-12-31$1,089,101
Value of interest in common/collective trusts at beginning of year2014-12-31$1,440,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,222,566
Net investment gain or loss from common/collective trusts2014-12-31$19,194
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$236,994
Employer contributions (assets) at end of year2014-12-31$241,345
Employer contributions (assets) at beginning of year2014-12-31$224,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$307,151
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 name2014-12-31FOX, BYRD & COMPANY, P.C.
Accountancy firm EIN2014-12-31751568850
2013 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,792,480
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$507,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$490,021
Expenses. Certain deemed distributions of participant loans2013-12-31$3,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,337,868
Value of total assets at end of year2013-12-31$22,367,187
Value of total assets at beginning of year2013-12-31$18,082,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,063
Total interest from all sources2013-12-31$8,843
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$567,533
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$567,533
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,113,867
Participant contributions at end of year2013-12-31$203,168
Participant contributions at beginning of year2013-12-31$197,173
Assets. Other investments not covered elsewhere at end of year2013-12-31$303,109
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$288,458
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,752
Other income not declared elsewhere2013-12-31$6,609
Administrative expenses (other) incurred2013-12-31$14,063
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$4,284,552
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,367,187
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,082,635
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$20,195,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,445,298
Interest on participant loans2013-12-31$8,843
Value of interest in common/collective trusts at end of year2013-12-31$1,440,385
Value of interest in common/collective trusts at beginning of year2013-12-31$936,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,851,630
Net investment gain or loss from common/collective trusts2013-12-31$19,997
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$222,249
Employer contributions (assets) at end of year2013-12-31$224,540
Employer contributions (assets) at beginning of year2013-12-31$215,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$490,021
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 name2013-12-31FOX, BYRD & COMPANY, P.C.
Accountancy firm EIN2013-12-31751568850
2012 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,272,371
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,192,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,178,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,267,065
Value of total assets at end of year2012-12-31$18,082,635
Value of total assets at beginning of year2012-12-31$16,002,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,697
Total interest from all sources2012-12-31$9,683
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$406,830
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$406,830
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,036,615
Participant contributions at end of year2012-12-31$197,173
Participant contributions at beginning of year2012-12-31$267,269
Assets. Other investments not covered elsewhere at end of year2012-12-31$288,458
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$273,221
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,570
Other income not declared elsewhere2012-12-31$9,011
Administrative expenses (other) incurred2012-12-31$13,697
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$2,079,767
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,082,635
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,002,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,445,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,505,980
Interest on participant loans2012-12-31$9,683
Value of interest in common/collective trusts at end of year2012-12-31$936,275
Value of interest in common/collective trusts at beginning of year2012-12-31$741,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,559,434
Net investment gain or loss from common/collective trusts2012-12-31$20,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$209,880
Employer contributions (assets) at end of year2012-12-31$215,431
Employer contributions (assets) at beginning of year2012-12-31$214,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,178,907
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 name2012-12-31FOX, BYRD & COMPANY, P.C.
Accountancy firm EIN2012-12-31751568850
2011 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,545,904
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,130,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,116,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,410,264
Value of total assets at end of year2011-12-31$16,002,868
Value of total assets at beginning of year2011-12-31$15,587,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,020
Total interest from all sources2011-12-31$11,047
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$345,911
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$345,911
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,038,933
Participant contributions at end of year2011-12-31$267,269
Participant contributions at beginning of year2011-12-31$201,163
Assets. Other investments not covered elsewhere at end of year2011-12-31$273,221
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$257,580
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$158,523
Other income not declared elsewhere2011-12-31$9,465
Administrative expenses (other) incurred2011-12-31$14,020
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$415,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,002,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,587,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,505,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,101,193
Interest on participant loans2011-12-31$11,047
Value of interest in common/collective trusts at end of year2011-12-31$741,944
Value of interest in common/collective trusts at beginning of year2011-12-31$821,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-253,530
Net investment gain or loss from common/collective trusts2011-12-31$22,747
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$212,808
Employer contributions (assets) at end of year2011-12-31$214,454
Employer contributions (assets) at beginning of year2011-12-31$206,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,116,503
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FOX, BYRD & COMPANY, P.C.
Accountancy firm EIN2011-12-31751568850
2010 : MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,874,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$212,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$198,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,151,427
Value of total assets at end of year2010-12-31$15,587,487
Value of total assets at beginning of year2010-12-31$12,925,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,840
Total interest from all sources2010-12-31$13,315
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$296,141
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$296,141
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$952,126
Participant contributions at end of year2010-12-31$201,163
Participant contributions at beginning of year2010-12-31$232,018
Assets. Other investments not covered elsewhere at end of year2010-12-31$257,580
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$240,548
Other income not declared elsewhere2010-12-31$8,880
Administrative expenses (other) incurred2010-12-31$13,840
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$2,662,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,587,487
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,925,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,101,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,383,013
Interest on participant loans2010-12-31$13,315
Value of interest in common/collective trusts at end of year2010-12-31$821,183
Value of interest in common/collective trusts at beginning of year2010-12-31$893,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,381,490
Net investment gain or loss from common/collective trusts2010-12-31$23,378
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$199,301
Employer contributions (assets) at end of year2010-12-31$206,368
Employer contributions (assets) at beginning of year2010-12-31$176,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$198,689
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FOX, BYRD AND COMPANY, PC
Accountancy firm EIN2010-12-31751568850

Form 5500 Responses for MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

2023: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044290-000
Policy instance 1
Insurance contract or identification number044290-000
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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