| Plan Name | MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MARSHALL POTTERY, INC. |
| Employer identification number (EIN): | 752688671 |
| NAIC Classification: | 327100 |
Additional information about MARSHALL POTTERY, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1997-01-09 |
| Company Identification Number: | 0142960200 |
| Legal Registered Office Address: |
4901 ELYSIAN FIELDS RD MARSHALL United States of America (USA) 75672 |
More information about MARSHALL POTTERY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | ||||
| 002 | 2013-01-01 | ||||
| 002 | 2012-01-01 | MORRIS JONES | 2013-08-22 | MORRIS JONES | 2013-08-22 |
| 002 | 2011-01-01 | MORRIS JONES | 2012-08-02 | MORRIS JONES | 2012-08-02 |
| 002 | 2010-01-01 | MORRIS JONES | 2011-09-29 | MORRIS JONES | 2011-09-29 |
| 002 | 2009-01-01 | MORRIS JONES | |||
| 002 | 2007-01-01 | MORRIS JONES |
| Measure | Date | Value |
|---|---|---|
| 2025 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-09 | 128894 |
| Net assets as of the end of the plan year | 2025-09-09 | 1458929 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 1265124 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 125000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 115846 |
| Value of participant loans at end of plan year | 2025-09-09 | 15477 |
| Other contributions to plan in this plan year | 2025-09-09 | 1624 |
| Other income to plan in this plan year | 2025-09-09 | 180647 |
| Plan net income in this plan year | 2025-09-09 | 193805 |
| Net assets as of the end of the plan year | 2025-09-09 | 1458929 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 1265124 |
| Employer contributions to plan in this plan year | 2025-09-09 | 24582 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 2350 |
| 2024 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-19 | 222785 |
| Net assets as of the end of the plan year | 2024-06-19 | 1265124 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 1238290 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 125000 |
| Participant contributions to plan in this plan year | 2024-06-19 | 57301 |
| Value of participant loans at end of plan year | 2024-06-19 | 32059 |
| Other income to plan in this plan year | 2024-06-19 | 169245 |
| Plan net income in this plan year | 2024-06-19 | 26834 |
| Net assets as of the end of the plan year | 2024-06-19 | 1265124 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 1238290 |
| Employer contributions to plan in this plan year | 2024-06-19 | 23073 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-19 | 3225 |
| 2008 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2008 401k financial data | ||
| Total income from all sources (including contributions) | 2008-12-31 | $-117,742 |
| Total of all expenses incurred | 2008-12-31 | $94,616 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $92,606 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $119,128 |
| Value of total assets at end of year | 2008-12-31 | $967,736 |
| Value of total assets at beginning of year | 2008-12-31 | $1,180,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $2,010 |
| Total interest from all sources | 2008-12-31 | $3,401 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
| Administrative expenses professional fees incurred | 2008-12-31 | $2,010 |
| Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
| Value of fidelity bond cover | 2008-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2008-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
| Contributions received from participants | 2008-12-31 | $90,615 |
| Participant contributions at end of year | 2008-12-31 | $82,058 |
| Participant contributions at beginning of year | 2008-12-31 | $104,051 |
| Other income not declared elsewhere | 2008-12-31 | $-244 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
| Value of net income/loss | 2008-12-31 | $-212,358 |
| Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $967,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,180,094 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2008-12-31 | $606,811 |
| Value of interest in pooled separate accounts at beginning of year | 2008-12-31 | $938,162 |
| Interest on participant loans | 2008-12-31 | $3,401 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2008-12-31 | $250,354 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2008-12-31 | $114,038 |
| Net investment gain/loss from pooled separate accounts | 2008-12-31 | $-240,027 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
| Contributions received in cash from employer | 2008-12-31 | $28,513 |
| Employer contributions (assets) at end of year | 2008-12-31 | $28,513 |
| Employer contributions (assets) at beginning of year | 2008-12-31 | $23,843 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $92,606 |
| Did the plan have assets held for investment | 2008-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
| Accountancy firm name | 2008-12-31 | SALMON SIMS THOMAS AND ASSOCIATES |
| Accountancy firm EIN | 2008-12-31 | 050568611 |
| 2007 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2007 401k financial data | ||
| Total income from all sources (including contributions) | 2007-12-31 | $194,596 |
| Total of all expenses incurred | 2007-12-31 | $72,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2007-12-31 | $70,116 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2007-12-31 | $117,287 |
| Value of total assets at end of year | 2007-12-31 | $1,180,094 |
| Value of total assets at beginning of year | 2007-12-31 | $1,058,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2007-12-31 | $2,475 |
| Total interest from all sources | 2007-12-31 | $8,474 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2007-12-31 | No |
| Administrative expenses professional fees incurred | 2007-12-31 | $1,925 |
| Was this plan covered by a fidelity bond | 2007-12-31 | Yes |
| Value of fidelity bond cover | 2007-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2007-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2007-12-31 | No |
| Contributions received from participants | 2007-12-31 | $83,943 |
| Participant contributions at end of year | 2007-12-31 | $104,051 |
| Participant contributions at beginning of year | 2007-12-31 | $111,842 |
| Participant contributions at beginning of year | 2007-12-31 | $917 |
| Administrative expenses (other) incurred | 2007-12-31 | $550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
| Value of net income/loss | 2007-12-31 | $122,005 |
| Value of net assets at end of year (total assets less liabilities) | 2007-12-31 | $1,180,094 |
| Value of net assets at beginning of year (total assets less liabilities) | 2007-12-31 | $1,058,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2007-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2007-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2007-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2007-12-31 | $938,162 |
| Value of interest in pooled separate accounts at beginning of year | 2007-12-31 | $849,049 |
| Interest on participant loans | 2007-12-31 | $8,474 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2007-12-31 | $114,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2007-12-31 | $96,281 |
| Net investment gain/loss from pooled separate accounts | 2007-12-31 | $68,835 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2007-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2007-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2007-12-31 | No |
| Contributions received in cash from employer | 2007-12-31 | $33,344 |
| Employer contributions (assets) at end of year | 2007-12-31 | $23,843 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2007-12-31 | $70,116 |
| Did the plan have assets held for investment | 2007-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2007-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2007-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2007-12-31 | Disclaimer |
| Accountancy firm name | 2007-12-31 | SALMON SIMS THOMAS & ASSOCIATES |
| Accountancy firm EIN | 2007-12-31 | 050568611 |
| 2009: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2007 form 5500 responses | ||
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 888861 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 888861 |
| Policy instance | 1 |