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Plan Name | MARKET ENGINUITY, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MARKET ENGINUITY, INC. |
Employer identification number (EIN): | 861028149 |
NAIC Classification: | 541800 |
Additional information about MARKET ENGINUITY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-05-23 |
Company Identification Number: | 0800207966 |
Legal Registered Office Address: |
3131 E CLARENDON AVE STE 105 PHOENIX United States of America (USA) 85016 |
More information about MARKET ENGINUITY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | RICK GUTIERREZ | |||
001 | 2016-01-01 | BRYAN NEFF | 2017-06-20 | ||
001 | 2015-01-01 | CARLA SCHROEDER | 2016-07-05 | ||
001 | 2014-01-01 | CARLA SCHROEDER | 2015-07-28 | ||
001 | 2013-01-01 | GINA MUMMA | 2014-06-25 |
Measure | Date | Value |
---|---|---|
2022: MARKET ENGINUITY, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 38 |
Total of all active and inactive participants | 2022-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 177 |
Number of participants with account balances | 2022-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MARKET ENGINUITY, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 35 |
Total of all active and inactive participants | 2021-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 170 |
Number of participants with account balances | 2021-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MARKET ENGINUITY, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 33 |
Total of all active and inactive participants | 2020-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 170 |
Number of participants with account balances | 2020-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MARKET ENGINUITY, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 178 |
Number of participants with account balances | 2019-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MARKET ENGINUITY, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 172 |
Number of participants with account balances | 2018-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MARKET ENGINUITY, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 153 |
Number of participants with account balances | 2017-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MARKET ENGINUITY, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $-397,239 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $550,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $510,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,160,875 |
Value of total assets at end of year | 2022-12-31 | $7,645,770 |
Value of total assets at beginning of year | 2022-12-31 | $8,593,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $40,122 |
Total interest from all sources | 2022-12-31 | $3,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $252,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $252,608 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $962,795 |
Participant contributions at end of year | 2022-12-31 | $145,621 |
Participant contributions at beginning of year | 2022-12-31 | $36,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $198,080 |
Administrative expenses (other) incurred | 2022-12-31 | $40,122 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-947,439 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,645,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,593,209 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,500,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,556,318 |
Interest on participant loans | 2022-12-31 | $3,647 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,814,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $510,078 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MANSPERGER PATTERSON & MCMULLIN |
Accountancy firm EIN | 2022-12-31 | 860751928 |
2021 : MARKET ENGINUITY, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $2,200,695 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,271,744 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,232,040 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,139,654 |
Value of total assets at end of year | 2021-12-31 | $8,593,209 |
Value of total assets at beginning of year | 2021-12-31 | $7,664,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,566 |
Total interest from all sources | 2021-12-31 | $1,411 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $808,529 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $808,529 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $941,312 |
Participant contributions at end of year | 2021-12-31 | $36,891 |
Participant contributions at beginning of year | 2021-12-31 | $30,235 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $188,567 |
Administrative expenses (other) incurred | 2021-12-31 | $39,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $928,951 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,593,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,664,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,556,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,634,023 |
Interest on participant loans | 2021-12-31 | $1,411 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $251,101 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $9,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,232,040 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MANSPERGER PATTERSON & MCMULLIN |
Accountancy firm EIN | 2021-12-31 | 860751928 |
2020 : MARKET ENGINUITY, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,389,458 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $404,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $367,337 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,192,984 |
Value of total assets at end of year | 2020-12-31 | $7,664,258 |
Value of total assets at beginning of year | 2020-12-31 | $5,679,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,565 |
Total interest from all sources | 2020-12-31 | $3,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $248,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $248,576 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $850,319 |
Participant contributions at end of year | 2020-12-31 | $30,235 |
Participant contributions at beginning of year | 2020-12-31 | $62,490 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $342,665 |
Administrative expenses (other) incurred | 2020-12-31 | $30,565 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,984,910 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,664,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,679,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,634,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,616,858 |
Interest on participant loans | 2020-12-31 | $3,089 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $944,809 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $367,337 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MANSPERGER PATTERSON & MCMULLIN |
Accountancy firm EIN | 2020-12-31 | 860751928 |
2019 : MARKET ENGINUITY, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,074,534 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $451,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $424,558 |
Value of total corrective distributions | 2019-12-31 | $70 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,069,206 |
Value of total assets at end of year | 2019-12-31 | $5,679,348 |
Value of total assets at beginning of year | 2019-12-31 | $4,056,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $26,964 |
Total interest from all sources | 2019-12-31 | $4,731 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $161,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $161,941 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $406,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $867,783 |
Participant contributions at end of year | 2019-12-31 | $62,490 |
Participant contributions at beginning of year | 2019-12-31 | $92,343 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $201,423 |
Administrative expenses (other) incurred | 2019-12-31 | $26,964 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,622,942 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,679,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,056,406 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,616,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,964,063 |
Interest on participant loans | 2019-12-31 | $4,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $838,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $424,558 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MANSPERGER PATTERSON & MCMULLIN PLC |
Accountancy firm EIN | 2019-12-31 | 860751928 |
2018 : MARKET ENGINUITY, INC. 401(K) PLAN 2018 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MARKET ENGINUITY, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $1,491,243 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $259,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $239,547 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $280 |
Value of total corrective distributions | 2017-12-31 | $7,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,014,685 |
Value of total assets at end of year | 2017-12-31 | $3,694,860 |
Value of total assets at beginning of year | 2017-12-31 | $2,462,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,890 |
Total interest from all sources | 2017-12-31 | $2,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $122,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $122,566 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $247,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $640,992 |
Participant contributions at end of year | 2017-12-31 | $90,805 |
Participant contributions at beginning of year | 2017-12-31 | $3,869 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $348,693 |
Administrative expenses (other) incurred | 2017-12-31 | $11,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,232,201 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,694,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,462,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,604,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,123,172 |
Interest on participant loans | 2017-12-31 | $2,254 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $299,538 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $36,080 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $36,080 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $331,329 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $20,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $25,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $239,547 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EDWARDS LARGAY MIHAYLO & CO PLC |
Accountancy firm EIN | 2017-12-31 | 861009057 |
2022: MARKET ENGINUITY, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MARKET ENGINUITY, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MARKET ENGINUITY, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MARKET ENGINUITY, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARKET ENGINUITY, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MARKET ENGINUITY, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |