401k Plan data: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN plan

MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation

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. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PARRISH S. BOREN PARRISH S. BOREN 2018-07-18
002 2016-01-01 PARRISH S. BOREN PARRISH S. BOREN 2017-07-21
002 2015-01-01 PARRISH S. BOREN
002 2014-01-01 PARRISH S. BOREN
002 2013-01-01 PARRISH S. BOREN
002 2012-01-01 PARRISH S. BOREN
002 2011-01-01 PARRISH S. BOREN
002 2009-01-01 PARRISH S. BOREN
002 2008-01-01

Plan Statistics for MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 178
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 148
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 174
Number of participants with account balances 2021-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
Number of retired or separated participants receiving benefits 2020-01-01 22
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 208
Number of participants with account balances 2020-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 166
Number of retired or separated participants receiving benefits 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 198
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 16
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 182
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 150
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 177
Number of participants with account balances 2017-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 150
Number of participants with account balances 2015-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 115
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
Number of retired or separated participants receiving benefits 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 126
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 85
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 109
Number of participants with account balances 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 103
Number of participants with account balances 2011-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 99
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 114
Number of participants with account balances 2009-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	178
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	148
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	174
Number of participants with account balances	2021-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
Number of retired or separated participants receiving benefits	2020-01-01	22
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	208
Number of participants with account balances	2020-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	166
Number of retired or separated participants receiving benefits	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	198
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	16
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	182
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	150
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	177
Number of participants with account balances	2017-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	150
Number of participants with account balances	2015-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	115
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
Number of retired or separated participants receiving benefits	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	126
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	85
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	109
Number of participants with account balances	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	103
Number of participants with account balances	2011-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	99
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	114
Number of participants with account balances	2009-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$2,116,673
Total unrealized appreciation/depreciation of assets	2022-12-31	$2,116,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,193,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,281,427
Expenses. Interest paid	2022-12-31	$44,807
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$44,807
Total income from all sources (including contributions)	2022-12-31	$3,232,510
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,627,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,582,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,100,000
Value of total assets at end of year	2022-12-31	$25,751,725
Value of total assets at beginning of year	2022-12-31	$23,234,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$15,837
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$187,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$30,979
Total non interest bearing cash at beginning of year	2022-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$605,473
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,558,228
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,952,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,010,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,640,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,640,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$15,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$22,522,874
Assets. Invements in employer securities at beginning of year	2022-12-31	$20,593,574
Contributions received in cash from employer	2022-12-31	$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,582,230
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$3,193,497
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$1,281,427
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$4,020,498
Total unrealized appreciation/depreciation of assets	2021-12-31	$4,020,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,281,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,366,354
Expenses. Interest paid	2021-12-31	$47,686
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$47,686
Total income from all sources (including contributions)	2021-12-31	$5,440,103
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,221,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,173,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,400,000
Value of total assets at end of year	2021-12-31	$23,234,182
Value of total assets at beginning of year	2021-12-31	$20,100,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60
Total interest from all sources	2021-12-31	$19,605
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$60
Total non interest bearing cash at end of year	2021-12-31	$50
Total non interest bearing cash at beginning of year	2021-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,218,536
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,952,755
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,734,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,640,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,527,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,527,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$19,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$20,593,574
Assets. Invements in employer securities at beginning of year	2021-12-31	$16,573,077
Contributions received in cash from employer	2021-12-31	$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,173,821
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$1,281,427
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$1,366,354
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,147,957
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,147,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,366,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,448,417
Expenses. Interest paid	2020-12-31	$50,550
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$50,550
Total income from all sources (including contributions)	2020-12-31	$5,662,918
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,279,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,228,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,500,000
Value of total assets at end of year	2020-12-31	$20,100,573
Value of total assets at beginning of year	2020-12-31	$15,799,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$14,961
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$15
Total non interest bearing cash at end of year	2020-12-31	$50
Total non interest bearing cash at beginning of year	2020-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,383,404
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,734,219
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,350,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,527,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,374,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,374,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$14,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$16,573,077
Assets. Invements in employer securities at beginning of year	2020-12-31	$14,425,120
Contributions received in cash from employer	2020-12-31	$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,228,964
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$1,366,354
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$1,448,417
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$542,090
Total unrealized appreciation/depreciation of assets	2019-12-31	$542,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,448,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,527,712
Expenses. Interest paid	2019-12-31	$53,317
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$53,317
Total income from all sources (including contributions)	2019-12-31	$1,899,684
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,011,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$958,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,350,000
Value of total assets at end of year	2019-12-31	$15,799,232
Value of total assets at beginning of year	2019-12-31	$14,990,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$7,594
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$15
Total non interest bearing cash at end of year	2019-12-31	$50
Total non interest bearing cash at beginning of year	2019-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$887,951
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,350,815
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,462,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,374,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,107,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,107,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$14,425,120
Assets. Invements in employer securities at beginning of year	2019-12-31	$13,883,030
Contributions received in cash from employer	2019-12-31	$1,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$958,416
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$1,448,417
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$1,527,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$1,582,552
Total unrealized appreciation/depreciation of assets	2018-12-31	$1,582,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,527,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,605,012
Expenses. Interest paid	2018-12-31	$55,991
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$55,991
Total income from all sources (including contributions)	2018-12-31	$2,935,803
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$991,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$934,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,350,000
Value of total assets at end of year	2018-12-31	$14,990,576
Value of total assets at beginning of year	2018-12-31	$13,123,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$35
Total interest from all sources	2018-12-31	$3,251
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$35
Liabilities. Value of operating payables at beginning of year	2018-12-31	$679
Total non interest bearing cash at end of year	2018-12-31	$50
Total non interest bearing cash at beginning of year	2018-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,944,784
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,462,864
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,518,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,107,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$822,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$822,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$13,883,030
Assets. Invements in employer securities at beginning of year	2018-12-31	$12,300,478
Contributions received in cash from employer	2018-12-31	$1,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$934,993
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$1,527,712
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$1,604,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,294,020
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,294,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,605,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,679,049
Expenses. Interest paid	2017-12-31	$58,575
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$58,575
Total income from all sources (including contributions)	2017-12-31	$2,195,403
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$784,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$726,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$900,000
Value of total assets at end of year	2017-12-31	$13,123,092
Value of total assets at beginning of year	2017-12-31	$11,786,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$1,383
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Liabilities. Value of operating payables at end of year	2017-12-31	$679
Total non interest bearing cash at end of year	2017-12-31	$50
Total non interest bearing cash at beginning of year	2017-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,410,670
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,518,080
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,107,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$822,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$104,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$104,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$12,300,478
Assets. Invements in employer securities at beginning of year	2017-12-31	$11,006,458
Contributions received in cash from employer	2017-12-31	$900,000
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$675,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$726,158
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$1,604,333
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$1,679,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	EKS&H LLLP
Accountancy firm EIN	2017-12-31	461497033
2016 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$990,916
Total unrealized appreciation/depreciation of assets	2016-12-31	$990,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,679,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,750,566
Expenses. Interest paid	2016-12-31	$61,095
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$61,095
Total income from all sources (including contributions)	2016-12-31	$1,667,407
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$632,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$571,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$675,000
Value of total assets at end of year	2016-12-31	$11,786,459
Value of total assets at beginning of year	2016-12-31	$10,823,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20
Total interest from all sources	2016-12-31	$1,491
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$20
Total non interest bearing cash at end of year	2016-12-31	$50
Total non interest bearing cash at beginning of year	2016-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,034,570
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,107,410
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,072,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$104,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$107,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$107,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$11,006,458
Assets. Invements in employer securities at beginning of year	2016-12-31	$10,015,542
Contributions received in cash from employer	2016-12-31	$675,000
Employer contributions (assets) at end of year	2016-12-31	$675,000
Employer contributions (assets) at beginning of year	2016-12-31	$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$571,722
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$1,679,049
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$1,750,566
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	EKS&H LLLP
Accountancy firm EIN	2016-12-31	461497033
2015 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$705,300
Total unrealized appreciation/depreciation of assets	2015-12-31	$705,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,750,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,819,672
Expenses. Interest paid	2015-12-31	$63,506
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$63,506
Total income from all sources (including contributions)	2015-12-31	$2,046,576
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,200,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,137,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,340,000
Value of total assets at end of year	2015-12-31	$10,823,406
Value of total assets at beginning of year	2015-12-31	$10,046,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$1,276
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Total non interest bearing cash at end of year	2015-12-31	$50
Total non interest bearing cash at beginning of year	2015-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$845,768
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,072,840
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,227,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$107,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$26,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$26,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$10,015,542
Assets. Invements in employer securities at beginning of year	2015-12-31	$9,310,242
Contributions received in cash from employer	2015-12-31	$1,340,000
Employer contributions (assets) at end of year	2015-12-31	$700,000
Employer contributions (assets) at beginning of year	2015-12-31	$710,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,137,302
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$1,750,566
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$1,819,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	EKS&H LLLP
Accountancy firm EIN	2015-12-31	461497033
2014 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$654,296
Total unrealized appreciation/depreciation of assets	2014-12-31	$654,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,819,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$51,534
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$51,534
Total income from all sources (including contributions)	2014-12-31	$1,505,696
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,022,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$970,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$850,000
Value of total assets at end of year	2014-12-31	$10,046,744
Value of total assets at beginning of year	2014-12-31	$7,743,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,400
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$774,362
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$59,136
Total non interest bearing cash at end of year	2014-12-31	$50
Total non interest bearing cash at beginning of year	2014-12-31	$5,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$483,453
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,227,072
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,743,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$26,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$124,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$124,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$9,310,242
Assets. Invements in employer securities at beginning of year	2014-12-31	$6,755,146
Contributions received in cash from employer	2014-12-31	$850,000
Employer contributions (assets) at end of year	2014-12-31	$710,000
Employer contributions (assets) at beginning of year	2014-12-31	$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$970,709
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$1,819,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	EKS&H LLLP
Accountancy firm EIN	2014-12-31	461497033
2013 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,579,744
Expenses. Total of all expenses incurred	2013-12-31	$425,154
Benefits paid (including direct rollovers)	2013-12-31	$425,123
Total plan assets at end of year	2013-12-31	$7,743,619
Total plan assets at beginning of year	2013-12-31	$5,589,029
Value of fidelity bond covering the plan	2013-12-31	$558,903
Expenses. Other expenses not covered elsewhere	2013-12-31	$31
Other income received	2013-12-31	$1,601,544
Net income (gross income less expenses)	2013-12-31	$2,154,590
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,743,619
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,589,029
Assets. Value of employer securities	2013-12-31	$6,576,946
Total contributions received or receivable from employer(s)	2013-12-31	$978,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$472,714
Expenses. Total of all expenses incurred	2012-12-31	$314,478
Benefits paid (including direct rollovers)	2012-12-31	$314,447
Total plan assets at end of year	2012-12-31	$5,589,029
Total plan assets at beginning of year	2012-12-31	$5,430,793
Value of fidelity bond covering the plan	2012-12-31	$543,079
Expenses. Other expenses not covered elsewhere	2012-12-31	$31
Other income received	2012-12-31	$359,039
Net income (gross income less expenses)	2012-12-31	$158,236
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,589,029
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,430,793
Assets. Value of employer securities	2012-12-31	$4,920,900
Total contributions received or receivable from employer(s)	2012-12-31	$113,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$71,760
Total income from all sources	2011-12-31	$671,657
Expenses. Total of all expenses incurred	2011-12-31	$238,869
Benefits paid (including direct rollovers)	2011-12-31	$238,867
Total plan assets at end of year	2011-12-31	$5,430,793
Total plan assets at beginning of year	2011-12-31	$5,069,765
Value of fidelity bond covering the plan	2011-12-31	$506,977
Expenses. Other expenses not covered elsewhere	2011-12-31	$2
Other income received	2011-12-31	$371,657
Net income (gross income less expenses)	2011-12-31	$432,788
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,430,793
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,998,005
Assets. Value of employer securities	2011-12-31	$4,589,737
Total contributions received or receivable from employer(s)	2011-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$71,760
Total plan liabilities at beginning of year	2010-12-31	$21,139
Total income from all sources	2010-12-31	$663,762
Expenses. Total of all expenses incurred	2010-12-31	$206,198
Benefits paid (including direct rollovers)	2010-12-31	$206,198
Total plan assets at end of year	2010-12-31	$5,069,765
Total plan assets at beginning of year	2010-12-31	$4,561,580
Value of fidelity bond covering the plan	2010-12-31	$456,158
Other income received	2010-12-31	$663,762
Net income (gross income less expenses)	2010-12-31	$457,564
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,998,005
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,540,441
Assets. Value of employer securities	2010-12-31	$4,216,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN

2022: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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