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MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN
Plan identification number 001

MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MIDSTATE MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDSTATE MECHANICAL, INC.
Employer identification number (EIN):860549402
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about MIDSTATE MECHANICAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-09-04
Company Identification Number: 0801166395

More information about MIDSTATE MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-09-12
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-10-13
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-09-27
0012019-01-01ALAN GOLD, CPA2020-10-08
0012018-01-01ALAN GOLD, CPA2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ALAN GOLD, CPA
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012010-01-01ALAN GOLD, CPA
0012009-01-01ALAN GOLD, CPA

Plan Statistics for MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01174
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01125
Number of participants with account balances2021-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01113
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01106
Number of participants with account balances2020-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01110
Number of participants with account balances2019-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01227
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01168
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01225
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01216
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01212
Total number of active participants reported on line 7a of the Form 55002010-01-01164
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01190
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-408,465
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$879,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$860,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$325,796
Value of total assets at end of year2022-12-31$2,958,263
Value of total assets at beginning of year2022-12-31$4,246,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,618
Total interest from all sources2022-12-31$4,417
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 year2022-12-31No
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$259,936
Participant contributions at end of year2022-12-31$50,183
Participant contributions at beginning of year2022-12-31$60,173
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,846
Total non interest bearing cash at beginning of year2022-12-31$1,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,287,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,958,263
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,246,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,855,922
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,136,214
Income. Interest from loans (other than to participants)2022-12-31$2,431
Interest earned on other investments2022-12-31$1,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$50,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$48,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-738,678
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$59,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$860,915
Contract administrator fees2022-12-31$18,618
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$779,800
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$408,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$380,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$310,042
Value of total assets at end of year2021-12-31$4,246,261
Value of total assets at beginning of year2021-12-31$3,874,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,815
Total interest from all sources2021-12-31$5,425
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 year2021-12-31No
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$242,897
Participant contributions at end of year2021-12-31$60,173
Participant contributions at beginning of year2021-12-31$67,490
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,205
Total non interest bearing cash at beginning of year2021-12-31$8,768
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$371,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,246,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,874,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,136,214
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,751,660
Income. Interest from loans (other than to participants)2021-12-31$3,126
Interest earned on other investments2021-12-31$1,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$48,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$47,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$464,333
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$46,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$380,672
Contract administrator fees2021-12-31$27,815
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$977
Total unrealized appreciation/depreciation of assets2020-12-31$977
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$862,533
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$150,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$235,660
Value of total assets at end of year2020-12-31$3,874,948
Value of total assets at beginning of year2020-12-31$3,163,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,757
Total interest from all sources2020-12-31$4,429
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$174,534
Participant contributions at end of year2020-12-31$67,490
Participant contributions at beginning of year2020-12-31$74,986
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,278
Total non interest bearing cash at end of year2020-12-31$8,768
Total non interest bearing cash at beginning of year2020-12-31$4,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$711,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,874,948
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,163,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,751,660
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,037,734
Interest on participant loans2020-12-31$3,712
Interest earned on other investments2020-12-31$717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,612
Net investment gain/loss from pooled separate accounts2020-12-31$620,189
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$40,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,073
Contract administrator fees2020-12-31$20,757
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2020-12-31300140762
2019 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,215
Total unrealized appreciation/depreciation of assets2019-12-31$4,215
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$754,383
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$228,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$209,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,452
Value of total assets at end of year2019-12-31$3,163,245
Value of total assets at beginning of year2019-12-31$2,637,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,767
Total interest from all sources2019-12-31$5,661
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$142,155
Participant contributions at end of year2019-12-31$74,986
Participant contributions at beginning of year2019-12-31$76,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$841
Other income not declared elsewhere2019-12-31$819
Total non interest bearing cash at end of year2019-12-31$4,913
Total non interest bearing cash at beginning of year2019-12-31$2,444
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$526,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,163,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,637,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,037,734
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,516,357
Interest on participant loans2019-12-31$4,953
Interest earned on other investments2019-12-31$708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$40,894
Net investment gain/loss from pooled separate accounts2019-12-31$567,236
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$34,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$209,518
Contract administrator fees2019-12-31$18,767
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2019-12-31300140762
2018 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,431
Total unrealized appreciation/depreciation of assets2018-12-31$-3,431
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$0
Total income from all sources (including contributions)2018-12-31$-13,723
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$221,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$199,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$145,897
Value of total assets at end of year2018-12-31$2,637,147
Value of total assets at beginning of year2018-12-31$2,872,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,487
Total interest from all sources2018-12-31$4,635
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$125,453
Participant contributions at end of year2018-12-31$76,611
Participant contributions at beginning of year2018-12-31$50,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$701
Total non interest bearing cash at end of year2018-12-31$2,444
Total non interest bearing cash at beginning of year2018-12-31$15,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-235,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,637,147
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,872,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,516,357
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,760,306
Interest on participant loans2018-12-31$3,493
Interest earned on other investments2018-12-31$1,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$40,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,426
Net investment gain/loss from pooled separate accounts2018-12-31$-161,525
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$20,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$199,972
Contract administrator fees2018-12-31$21,487
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2018-12-31300140762
2017 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$664,406
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,131,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,087,780
Value of total corrective distributions2017-12-31$20,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$170,803
Value of total assets at end of year2017-12-31$2,872,329
Value of total assets at beginning of year2017-12-31$3,339,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,478
Total interest from all sources2017-12-31$3,787
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$137,263
Participant contributions at end of year2017-12-31$50,760
Participant contributions at beginning of year2017-12-31$69,802
Other income not declared elsewhere2017-12-31$430
Total non interest bearing cash at end of year2017-12-31$15,837
Total non interest bearing cash at beginning of year2017-12-31$16,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-467,328
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,872,329
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,339,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,760,306
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,093,256
Interest on participant loans2017-12-31$2,444
Interest earned on other investments2017-12-31$1,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$159,911
Net investment gain/loss from pooled separate accounts2017-12-31$489,386
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$33,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,087,780
Contract administrator fees2017-12-31$23,478
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2017-12-31300140762
2016 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$555,225
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$310,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$280,167
Expenses. Certain deemed distributions of participant loans2016-12-31$4,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$355,827
Value of total assets at end of year2016-12-31$3,339,657
Value of total assets at beginning of year2016-12-31$3,094,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,241
Total interest from all sources2016-12-31$5,174
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$233,590
Participant contributions at end of year2016-12-31$69,802
Participant contributions at beginning of year2016-12-31$85,932
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$77,384
Other income not declared elsewhere2016-12-31$1,227
Total non interest bearing cash at end of year2016-12-31$16,688
Total non interest bearing cash at beginning of year2016-12-31$26,454
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$245,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,339,657
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,094,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,093,256
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,823,409
Interest on participant loans2016-12-31$3,735
Interest earned on other investments2016-12-31$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$159,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$158,660
Net investment gain/loss from pooled separate accounts2016-12-31$192,997
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$44,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$280,167
Contract administrator fees2016-12-31$25,241
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2016-12-31300140762
2015 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$24
Total income from all sources (including contributions)2015-12-31$336,930
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$662,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$633,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$321,909
Value of total assets at end of year2015-12-31$3,094,455
Value of total assets at beginning of year2015-12-31$3,420,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,768
Total interest from all sources2015-12-31$6,354
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$400,000
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$251,011
Participant contributions at end of year2015-12-31$85,932
Participant contributions at beginning of year2015-12-31$76,955
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,708
Other income not declared elsewhere2015-12-31$1,264
Total non interest bearing cash at end of year2015-12-31$26,454
Total non interest bearing cash at beginning of year2015-12-31$18,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-325,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,094,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,420,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,823,409
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,167,225
Interest on participant loans2015-12-31$3,950
Interest earned on other investments2015-12-31$2,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$158,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$157,218
Net investment gain/loss from pooled separate accounts2015-12-31$7,403
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$58,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$633,852
Contract administrator fees2015-12-31$28,768
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$24
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 name2015-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2015-12-31300140762
2014 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,710
Total income from all sources (including contributions)2014-12-31$581,441
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$645,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$608,690
Value of total corrective distributions2014-12-31$24
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$378,266
Value of total assets at end of year2014-12-31$3,420,169
Value of total assets at beginning of year2014-12-31$3,487,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,160
Total interest from all sources2014-12-31$6,522
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
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$295,270
Participant contributions at end of year2014-12-31$76,955
Participant contributions at beginning of year2014-12-31$112,162
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,855
Total non interest bearing cash at end of year2014-12-31$18,771
Total non interest bearing cash at beginning of year2014-12-31$5,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-64,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,420,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,484,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,167,225
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,213,864
Interest on participant loans2014-12-31$4,144
Interest earned on other investments2014-12-31$2,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$157,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$155,911
Net investment gain/loss from pooled separate accounts2014-12-31$196,653
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$68,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$608,690
Contract administrator fees2014-12-31$37,160
Liabilities. Value of benefit claims payable at end of year2014-12-31$24
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,710
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 name2014-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2014-12-31300140762
2013 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$2,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,140
Total income from all sources (including contributions)2013-12-31$922,026
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$325,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$278,593
Expenses. Certain deemed distributions of participant loans2013-12-31$699
Value of total corrective distributions2013-12-31$2,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$447,829
Value of total assets at end of year2013-12-31$3,487,288
Value of total assets at beginning of year2013-12-31$2,913,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,414
Total interest from all sources2013-12-31$7,397
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$350,000
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$332,918
Participant contributions at end of year2013-12-31$112,162
Participant contributions at beginning of year2013-12-31$84,410
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,868
Total non interest bearing cash at end of year2013-12-31$5,351
Total non interest bearing cash at beginning of year2013-12-31$5,925
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$596,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,484,578
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,887,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,213,864
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,647,665
Interest on participant loans2013-12-31$4,994
Interest earned on other investments2013-12-31$2,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$155,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$175,108
Net investment gain/loss from pooled separate accounts2013-12-31$466,800
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$75,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$278,593
Contract administrator fees2013-12-31$43,414
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,710
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$25,140
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 name2013-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2013-12-31300140762
2012 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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$25,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,118
Total income from all sources (including contributions)2012-12-31$691,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$432,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$347,618
Expenses. Certain deemed distributions of participant loans2012-12-31$23,338
Value of total corrective distributions2012-12-31$25,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$354,979
Value of total assets at end of year2012-12-31$2,913,108
Value of total assets at beginning of year2012-12-31$2,636,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,374
Total interest from all sources2012-12-31$5,972
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$286,188
Participant contributions at end of year2012-12-31$84,410
Participant contributions at beginning of year2012-12-31$52,443
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$26
Total non interest bearing cash at end of year2012-12-31$5,925
Total non interest bearing cash at beginning of year2012-12-31$6,914
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$259,054
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,887,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,628,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,647,665
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,409,151
Interest on participant loans2012-12-31$3,495
Interest earned on other investments2012-12-31$2,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$175,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$167,524
Net investment gain/loss from pooled separate accounts2012-12-31$330,547
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$62,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$347,618
Contract administrator fees2012-12-31$36,374
Liabilities. Value of benefit claims payable at end of year2012-12-31$25,140
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,118
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2012-12-31300140762
2011 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,239
Total unrealized appreciation/depreciation of assets2011-12-31$-1,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,039
Total income from all sources (including contributions)2011-12-31$172,120
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$397,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,559
Expenses. Certain deemed distributions of participant loans2011-12-31$14,241
Value of total corrective distributions2011-12-31$7,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$267,502
Value of total assets at end of year2011-12-31$2,636,032
Value of total assets at beginning of year2011-12-31$2,862,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,499
Total interest from all sources2011-12-31$6,570
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
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$198,993
Participant contributions at end of year2011-12-31$52,443
Participant contributions at beginning of year2011-12-31$73,094
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$169
Total non interest bearing cash at end of year2011-12-31$6,914
Total non interest bearing cash at beginning of year2011-12-31$3,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-225,297
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,628,914
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,854,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,409,151
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,612,075
Income. Interest from loans (other than to participants)2011-12-31$3,504
Interest earned on other investments2011-12-31$3,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$167,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$173,220
Net investment gain/loss from pooled separate accounts2011-12-31$-100,882
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$48,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,559
Contract administrator fees2011-12-31$35,499
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,118
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,039
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 name2011-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2011-12-31300140762
2010 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,037
Total unrealized appreciation/depreciation of assets2010-12-31$5,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,155
Total income from all sources (including contributions)2010-12-31$609,349
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$380,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$339,664
Value of total corrective distributions2010-12-31$8,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$302,502
Value of total assets at end of year2010-12-31$2,862,250
Value of total assets at beginning of year2010-12-31$2,628,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,872
Total interest from all sources2010-12-31$9,434
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,422
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$212,688
Participant contributions at end of year2010-12-31$73,094
Participant contributions at beginning of year2010-12-31$53,274
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,625
Total non interest bearing cash at end of year2010-12-31$3,861
Total non interest bearing cash at beginning of year2010-12-31$565,080
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$228,774
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,854,211
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,625,437
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
Investment advisory and management fees2010-12-31$207
Value of interest in pooled separate accounts at end of year2010-12-31$2,612,075
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,844,897
Interest on participant loans2010-12-31$4,844
Interest earned on other investments2010-12-31$4,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$173,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$165,341
Net investment gain/loss from pooled separate accounts2010-12-31$292,376
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$49,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$339,664
Contract administrator fees2010-12-31$27,243
Liabilities. Value of benefit claims payable at end of year2010-12-31$8,039
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,155
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 name2010-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2010-12-31300140762
2009 : MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

2022: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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 - TrustYes
2021: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 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 - TrustYes
2020: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered87
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,312
Total amount of fees paid to insurance companyUSD $4,292
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $16,312
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered77
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,785
Total amount of fees paid to insurance companyUSD $9,673
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $19,785
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,989
Total amount of fees paid to insurance companyUSD $5,865
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $15,989
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,832
Total amount of fees paid to insurance companyUSD $4,914
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $14,832
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,037
Total amount of fees paid to insurance companyUSD $8,648
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $14,037
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71056
Policy instance 1
Insurance contract or identification number71056
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,711
Total amount of fees paid to insurance companyUSD $9,157
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $15,711
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Insurance broker nameMATTHEWS, GOLD, KENNEDY & SNOW, INC

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