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MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 401k Plan overview

Plan NameMARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST
Plan identification number 001

MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

MARX/OKUBO ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:MARX/OKUBO ASSOCIATES, LTD.
Employer identification number (EIN):840887811
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LEO J. MARX2023-07-13
0012021-01-01LEO J. MARX2022-07-21
0012020-01-01LEO J. MARX2021-06-27
0012019-01-01LEO J. MARX2020-07-26
0012018-01-01
0012017-01-01
0012016-01-01LEO J. MARX
0012015-01-01LEO J. MARX
0012014-01-01LEO J. MARX
0012013-01-01LEO J. MARX
0012012-01-01LEO J. MARX
0012011-01-01LEO J. MARX
0012009-01-01PARRISH BOREN PARRISH BOREN2010-09-30
0012008-01-01
0012007-01-01PARRISH BOREN PARRISH BOREN2010-09-16
0012006-01-01PARRISH BOREN PARRISH BOREN2010-09-16

Plan Statistics for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST

401k plan membership statisitcs for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST

Measure Date Value
2022: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01306
Number of participants with account balances2022-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-01201
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01262
Number of participants with account balances2021-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01248
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01228
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01237
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01235
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01194
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01201
Number of participants with account balances2016-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01177
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01128
Number of participants with account balances2011-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018
2007: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01116
Total number of active participants reported on line 7a of the Form 55002007-01-01121
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0118
Total of all active and inactive participants2007-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01139
Number of participants with account balances2007-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-018
2006: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-01106
Total number of active participants reported on line 7a of the Form 55002006-01-01102
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0114
Total of all active and inactive participants2006-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01116
Number of participants with account balances2006-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0112

Financial Data on MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST

Measure Date Value
2022 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$0
Total income from all sources (including contributions)2022-12-31$-1,732,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,966,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,958,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,624,437
Value of total assets at end of year2022-12-31$25,999,420
Value of total assets at beginning of year2022-12-31$29,698,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,062
Total interest from all sources2022-12-31$23,034
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,263,580
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$1,263,580
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$2,466,399
Participant contributions at end of year2022-12-31$110,630
Participant contributions at beginning of year2022-12-31$202,561
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,096,990
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,931,288
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$418,117
Other income not declared elsewhere2022-12-31$-369,602
Total non interest bearing cash at end of year2022-12-31$5
Total non interest bearing cash at beginning of year2022-12-31$4,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,699,029
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,999,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,698,449
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
Assets. partnership/joint venture interests at end of year2022-12-31$31,245
Assets. partnership/joint venture interests at beginning of year2022-12-31$32,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,262,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,411,634
Interest on participant loans2022-12-31$8,319
Interest earned on other investments2022-12-31$14,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,498,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,115,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,273,503
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$739,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,958,913
Contract administrator fees2022-12-31$8,062
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$7,085,239
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,965,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,945,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,918,340
Value of total assets at end of year2021-12-31$29,698,449
Value of total assets at beginning of year2021-12-31$24,578,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,600
Total interest from all sources2021-12-31$22,198
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,660
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$25,660
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,072,437
Participant contributions at end of year2021-12-31$202,561
Participant contributions at beginning of year2021-12-31$200,045
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,931,288
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,490,079
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$224,171
Other income not declared elsewhere2021-12-31$308,197
Total non interest bearing cash at end of year2021-12-31$4,967
Total non interest bearing cash at beginning of year2021-12-31$37,087
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$5,120,118
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,698,449
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,578,331
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
Assets. partnership/joint venture interests at end of year2021-12-31$32,600
Assets. partnership/joint venture interests at beginning of year2021-12-31$33,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,411,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,546,131
Interest on participant loans2021-12-31$11,877
Interest earned on other investments2021-12-31$10,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,271,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,271,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,115,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,810,844
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$621,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,945,521
Contract administrator fees2021-12-31$19,600
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$5,777,940
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,804,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,791,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,109,567
Value of total assets at end of year2020-12-31$24,578,331
Value of total assets at beginning of year2020-12-31$26,605,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,183
Total interest from all sources2020-12-31$16,399
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,780,040
Participant contributions at end of year2020-12-31$200,045
Participant contributions at beginning of year2020-12-31$174,533
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,490,079
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,935,330
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$115,802
Other income not declared elsewhere2020-12-31$255,352
Total non interest bearing cash at end of year2020-12-31$37,087
Total non interest bearing cash at beginning of year2020-12-31$1,307
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-2,026,760
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,578,331
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,605,091
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
Assets. partnership/joint venture interests at end of year2020-12-31$33,645
Assets. partnership/joint venture interests at beginning of year2020-12-31$41,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,546,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,482,971
Interest on participant loans2020-12-31$11,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,271,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$969,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$969,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,396,622
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$213,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,791,517
Contract administrator fees2020-12-31$13,183
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$7,755,968
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$977,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$965,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,614,324
Value of total assets at end of year2019-12-31$26,605,091
Value of total assets at beginning of year2019-12-31$19,827,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,483
Total interest from all sources2019-12-31$22,757
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,904,763
Participant contributions at end of year2019-12-31$174,533
Participant contributions at beginning of year2019-12-31$219,326
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,935,330
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,506,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$138,132
Other income not declared elsewhere2019-12-31$-11,661
Total non interest bearing cash at end of year2019-12-31$1,307
Total non interest bearing cash at beginning of year2019-12-31$1,503
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$6,778,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,605,091
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,827,020
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
Assets. partnership/joint venture interests at end of year2019-12-31$41,515
Assets. partnership/joint venture interests at beginning of year2019-12-31$62,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,482,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,565,660
Interest on participant loans2019-12-31$10,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$969,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$471,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$471,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,130,548
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$571,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$965,414
Contract administrator fees2019-12-31$12,483
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$942,675
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,527,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,516,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,281,782
Value of total assets at end of year2018-12-31$19,827,020
Value of total assets at beginning of year2018-12-31$21,412,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,816
Total interest from all sources2018-12-31$19,452
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,728,753
Participant contributions at end of year2018-12-31$219,326
Participant contributions at beginning of year2018-12-31$224,011
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,506,532
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,476,795
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,400
Other income not declared elsewhere2018-12-31$236,709
Total non interest bearing cash at end of year2018-12-31$1,503
Total non interest bearing cash at beginning of year2018-12-31$1,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,585,243
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,827,020
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,412,263
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
Assets. partnership/joint venture interests at end of year2018-12-31$62,823
Assets. partnership/joint venture interests at beginning of year2018-12-31$67,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,565,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,207,006
Interest on participant loans2018-12-31$11,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$471,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$436,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$436,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,595,268
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$518,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,516,102
Contract administrator fees2018-12-31$11,816
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$5,210,157
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,396,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,391,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,206,885
Value of total assets at end of year2017-12-31$21,412,263
Value of total assets at beginning of year2017-12-31$17,599,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,824
Total interest from all sources2017-12-31$14,924
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,550,494
Participant contributions at end of year2017-12-31$224,011
Participant contributions at beginning of year2017-12-31$218,959
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,476,795
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,086,746
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$188,617
Other income not declared elsewhere2017-12-31$259,063
Total non interest bearing cash at end of year2017-12-31$1,005
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$3,813,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,412,263
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,599,025
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
Assets. partnership/joint venture interests at end of year2017-12-31$67,345
Assets. partnership/joint venture interests at beginning of year2017-12-31$68,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,207,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,232,636
Interest on participant loans2017-12-31$11,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$436,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$992,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$992,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,729,285
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$467,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,391,095
Contract administrator fees2017-12-31$5,824
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 name2017-12-31EKS&H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$3,331,635
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,558,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,556,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,169,685
Value of total assets at end of year2016-12-31$17,599,025
Value of total assets at beginning of year2016-12-31$15,825,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,770
Total interest from all sources2016-12-31$11,728
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,467,657
Participant contributions at end of year2016-12-31$218,959
Participant contributions at beginning of year2016-12-31$131,314
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,086,746
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$857,696
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$260,942
Other income not declared elsewhere2016-12-31$238,757
Total non interest bearing cash at beginning of year2016-12-31$1
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$1,773,328
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,599,025
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,825,697
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
Assets. partnership/joint venture interests at end of year2016-12-31$68,643
Assets. partnership/joint venture interests at beginning of year2016-12-31$68,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,232,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,822,810
Interest on participant loans2016-12-31$6,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$992,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$945,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$945,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$911,465
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$441,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,556,537
Contract administrator fees2016-12-31$1,770
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 name2016-12-31EKS&H LLLP
Accountancy firm EIN2016-12-31461497033
2015 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$2,062,123
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$381,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$380,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,207,777
Value of total assets at end of year2015-12-31$15,825,697
Value of total assets at beginning of year2015-12-31$14,144,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$845
Total interest from all sources2015-12-31$8,320
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,353,515
Participant contributions at end of year2015-12-31$131,314
Participant contributions at beginning of year2015-12-31$181,508
Assets. Other investments not covered elsewhere at end of year2015-12-31$857,696
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$594,615
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$448,202
Other income not declared elsewhere2015-12-31$-22,485
Total non interest bearing cash at end of year2015-12-31$1
Total non interest bearing cash at beginning of year2015-12-31$2
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$1,681,080
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,825,697
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,144,617
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
Assets. partnership/joint venture interests at end of year2015-12-31$68,643
Assets. partnership/joint venture interests at beginning of year2015-12-31$67,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,822,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,451,542
Interest on participant loans2015-12-31$8,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$945,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$849,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$849,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-131,489
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$406,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$380,198
Contract administrator fees2015-12-31$845
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 name2015-12-31EKSH LLLP
Accountancy firm EIN2015-12-31461497033
2014 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$132
Total income from all sources (including contributions)2014-12-31$2,557,288
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,142,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,141,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,495,496
Value of total assets at end of year2014-12-31$14,144,617
Value of total assets at beginning of year2014-12-31$12,730,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,240
Total interest from all sources2014-12-31$8,010
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$144,039
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$144,039
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,141,107
Participant contributions at end of year2014-12-31$181,508
Participant contributions at beginning of year2014-12-31$137,706
Assets. Other investments not covered elsewhere at end of year2014-12-31$594,615
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$498,644
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$132
Other income not declared elsewhere2014-12-31$38,345
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$7,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,414,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,144,617
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,730,105
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
Assets. partnership/joint venture interests at end of year2014-12-31$67,881
Assets. partnership/joint venture interests at beginning of year2014-12-31$68,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,451,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,266,598
Interest on participant loans2014-12-31$7,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$849,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$750,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$750,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$871,398
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$341,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,141,536
Contract administrator fees2014-12-31$1,240
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 name2014-12-31EKS&H LLLP
Accountancy firm EIN2014-12-31461497033
2013 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$132
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$3,425,372
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,375,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,374,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,284,244
Value of total assets at end of year2013-12-31$12,730,237
Value of total assets at beginning of year2013-12-31$10,680,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,317
Total interest from all sources2013-12-31$8,880
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$557,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$919,074
Participant contributions at end of year2013-12-31$137,706
Participant contributions at beginning of year2013-12-31$151,183
Assets. Other investments not covered elsewhere at end of year2013-12-31$498,644
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$356,934
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$88,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$132
Total non interest bearing cash at end of year2013-12-31$7,721
Total non interest bearing cash at beginning of year2013-12-31$145
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$2,049,887
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,730,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,680,218
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
Assets. partnership/joint venture interests at end of year2013-12-31$68,755
Assets. partnership/joint venture interests at beginning of year2013-12-31$69,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,266,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,464,333
Interest on participant loans2013-12-31$8,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$750,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$638,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$638,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,574,826
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$276,765
Income. Dividends from common stock2013-12-31$557,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,374,168
Contract administrator fees2013-12-31$1,317
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 name2013-12-31EKS&H LLP
Accountancy firm EIN2013-12-31461497033
2012 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$2,192,551
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$114,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$113,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,022,399
Value of total assets at end of year2012-12-31$10,680,218
Value of total assets at beginning of year2012-12-31$8,602,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$630
Total interest from all sources2012-12-31$8,466
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$401,702
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$401,702
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$797,309
Participant contributions at end of year2012-12-31$151,183
Participant contributions at beginning of year2012-12-31$171,759
Assets. Other investments not covered elsewhere at end of year2012-12-31$356,934
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$219,046
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,036
Other income not declared elsewhere2012-12-31$27,351
Total non interest bearing cash at end of year2012-12-31$145
Total non interest bearing cash at beginning of year2012-12-31$1
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$2,077,953
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,680,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,602,265
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
Assets. partnership/joint venture interests at end of year2012-12-31$69,382
Assets. partnership/joint venture interests at beginning of year2012-12-31$76,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,464,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,486,939
Interest on participant loans2012-12-31$8,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$638,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$648,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$648,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$732,633
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$201,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$113,968
Contract administrator fees2012-12-31$630
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 name2012-12-31EKS&H LLP
Accountancy firm EIN2012-12-31461497033
2011 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$600,454
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$744,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$743,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$835,436
Value of total assets at end of year2011-12-31$8,602,265
Value of total assets at beginning of year2011-12-31$8,746,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,232
Total interest from all sources2011-12-31$7,639
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$316,408
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$316,408
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$695,876
Participant contributions at end of year2011-12-31$171,759
Participant contributions at beginning of year2011-12-31$107,500
Assets. Other investments not covered elsewhere at end of year2011-12-31$219,046
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$207,959
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$385
Other income not declared elsewhere2011-12-31$-18,166
Total non interest bearing cash at end of year2011-12-31$1
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-144,523
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,602,265
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,746,788
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
Assets. partnership/joint venture interests at end of year2011-12-31$76,009
Assets. partnership/joint venture interests at beginning of year2011-12-31$77,142
Investment advisory and management fees2011-12-31$240
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,486,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,034,809
Interest on participant loans2011-12-31$7,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$648,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$319,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$319,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-540,863
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$139,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$743,745
Contract administrator fees2011-12-31$992
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 name2011-12-31EHRHARDT KEEFE STEINER & HOTTMAN PC
Accountancy firm EIN2011-12-31840869721
2010 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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$1,948,234
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$728,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$727,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$795,827
Value of total assets at end of year2010-12-31$8,746,788
Value of total assets at beginning of year2010-12-31$7,527,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,293
Total interest from all sources2010-12-31$5,965
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$166,601
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$166,601
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$633,114
Participant contributions at end of year2010-12-31$107,500
Participant contributions at beginning of year2010-12-31$67,098
Assets. Other investments not covered elsewhere at end of year2010-12-31$207,959
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,090
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$6,817
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$1,219,613
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,746,788
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,527,175
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
Assets. partnership/joint venture interests at end of year2010-12-31$77,142
Assets. partnership/joint venture interests at beginning of year2010-12-31$86,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,034,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,046,909
Interest on participant loans2010-12-31$5,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$319,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$319,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$319,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$979,841
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$126,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$727,328
Contract administrator fees2010-12-31$1,293
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 name2010-12-31EHRHARDT KEEFE STEINER & HOTTMAN PC
Accountancy firm EIN2010-12-31840869721
2009 : MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST

2022: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806043
Policy instance 1
Insurance contract or identification number806043
Number of Individuals Covered306
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806043
Policy instance 1
Insurance contract or identification number806043
Number of Individuals Covered262
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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

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