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MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameMANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN
Plan identification number 001

MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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

MANAGEMENT & TRAINING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MANAGEMENT & TRAINING CORPORATION
Employer identification number (EIN):870365322
NAIC Classification:611000

Additional information about MANAGEMENT & TRAINING CORPORATION

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2015-05-15
Company Identification Number: 000686919
Legal Registered Office Address: 500 N Marketplace Dr

Centerville
United States of America (USA)
84014

More information about MANAGEMENT & TRAINING CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KOREY LOWDER KOREY LOWDER2018-09-07
0012016-01-01KOREY LOWDER KOREY LOWDER2017-10-03
0012015-01-01KOREY LOWDER
0012014-01-01KOREY LOWDER
0012013-01-01KOREY LOWDER
0012012-01-01STEPHANIE CRAGHEAD
0012011-01-01STEPHANIE CRAGHEAD
0012010-01-01STEPHANIE CRAGHEAD
0012009-01-01STEPHANIE CRAGHEAD
0012009-01-01STEPHANIE CRAGHEAD

Plan Statistics for MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

Measure Date Value
2022: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,485
Total number of active participants reported on line 7a of the Form 55002022-01-015,366
Number of retired or separated participants receiving benefits2022-01-01109
Number of other retired or separated participants entitled to future benefits2022-01-011,721
Total of all active and inactive participants2022-01-017,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0140
Total participants2022-01-017,236
Number of participants with account balances2022-01-015,909
2021: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,042
Total number of active participants reported on line 7a of the Form 55002021-01-015,762
Number of retired or separated participants receiving benefits2021-01-01105
Number of other retired or separated participants entitled to future benefits2021-01-011,678
Total of all active and inactive participants2021-01-017,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-017,562
Number of participants with account balances2021-01-016,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,794
Total number of active participants reported on line 7a of the Form 55002020-01-016,663
Number of retired or separated participants receiving benefits2020-01-0144
Number of other retired or separated participants entitled to future benefits2020-01-011,556
Total of all active and inactive participants2020-01-018,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-018,277
Number of participants with account balances2020-01-017,042
2019: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,581
Total number of active participants reported on line 7a of the Form 55002019-01-016,579
Number of retired or separated participants receiving benefits2019-01-0193
Number of other retired or separated participants entitled to future benefits2019-01-011,336
Total of all active and inactive participants2019-01-018,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-018,014
Number of participants with account balances2019-01-016,794
2018: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,559
Total number of active participants reported on line 7a of the Form 55002018-01-016,161
Number of retired or separated participants receiving benefits2018-01-0190
Number of other retired or separated participants entitled to future benefits2018-01-011,542
Total of all active and inactive participants2018-01-017,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-017,799
Number of participants with account balances2018-01-016,581
2017: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,069
Total number of active participants reported on line 7a of the Form 55002017-01-016,315
Number of retired or separated participants receiving benefits2017-01-0179
Number of other retired or separated participants entitled to future benefits2017-01-011,311
Total of all active and inactive participants2017-01-017,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-017,709
Number of participants with account balances2017-01-016,559
2016: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,265
Total number of active participants reported on line 7a of the Form 55002016-01-016,709
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-011,435
Total of all active and inactive participants2016-01-018,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-018,212
Number of participants with account balances2016-01-017,069
2015: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,565
Total number of active participants reported on line 7a of the Form 55002015-01-016,949
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-011,489
Total of all active and inactive participants2015-01-018,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-018,491
Number of participants with account balances2015-01-017,265
2014: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,477
Total number of active participants reported on line 7a of the Form 55002014-01-017,424
Number of retired or separated participants receiving benefits2014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-011,354
Total of all active and inactive participants2014-01-018,814
Total participants2014-01-018,814
Number of participants with account balances2014-01-017,565
2013: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,595
Total number of active participants reported on line 7a of the Form 55002013-01-017,660
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-011,142
Total of all active and inactive participants2013-01-018,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-018,838
Number of participants with account balances2013-01-017,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,963
Total number of active participants reported on line 7a of the Form 55002012-01-017,188
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-011,352
Total of all active and inactive participants2012-01-018,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-018,595
Number of participants with account balances2012-01-017,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,303
Total number of active participants reported on line 7a of the Form 55002011-01-0126,152
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01500
Total of all active and inactive participants2011-01-0126,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-0126,667
Number of participants with account balances2011-01-017,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,006
Total number of active participants reported on line 7a of the Form 55002010-01-017,315
Number of retired or separated participants receiving benefits2010-01-0163
Number of other retired or separated participants entitled to future benefits2010-01-01924
Total of all active and inactive participants2010-01-018,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-018,303
Number of participants with account balances2010-01-016,909
2009: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,506
Total number of active participants reported on line 7a of the Form 55002009-01-017,167
Number of retired or separated participants receiving benefits2009-01-0163
Number of other retired or separated participants entitled to future benefits2009-01-01776
Total of all active and inactive participants2009-01-018,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018,006
Number of participants with account balances2009-01-016,202

Financial Data on MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-15,159,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,767,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,052,033
Expenses. Certain deemed distributions of participant loans2022-12-31$117,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,111,530
Value of total assets at end of year2022-12-31$162,901,162
Value of total assets at beginning of year2022-12-31$214,827,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$597,136
Total interest from all sources2022-12-31$235,152
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$1,000,000
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$11,090,608
Participant contributions at end of year2022-12-31$4,601,427
Participant contributions at beginning of year2022-12-31$5,341,436
Participant contributions at end of year2022-12-31$230,085
Participant contributions at beginning of year2022-12-31$263,231
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$303,056
Administrative expenses (other) incurred2022-12-31$597,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,926,710
Value of net assets at end of year (total assets less liabilities)2022-12-31$162,901,162
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$214,827,872
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
Interest on participant loans2022-12-31$235,152
Value of interest in common/collective trusts at end of year2022-12-31$158,000,160
Value of interest in common/collective trusts at beginning of year2022-12-31$209,140,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,639
Net investment gain or loss from common/collective trusts2022-12-31$-31,506,293
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$4,717,866
Employer contributions (assets) at end of year2022-12-31$56,928
Employer contributions (assets) at beginning of year2022-12-31$76,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,052,033
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 name2022-12-31TRAVELLER & COMPANY LLC
Accountancy firm EIN2022-12-31870668060
2021 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$45,018,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$31,283,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,619,172
Expenses. Certain deemed distributions of participant loans2021-12-31$50,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,120,415
Value of total assets at end of year2021-12-31$214,827,872
Value of total assets at beginning of year2021-12-31$201,093,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$613,685
Total interest from all sources2021-12-31$273,879
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,276,637
Participant contributions at end of year2021-12-31$5,341,436
Participant contributions at beginning of year2021-12-31$5,327,489
Participant contributions at end of year2021-12-31$263,231
Participant contributions at beginning of year2021-12-31$204,387
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$856,105
Administrative expenses (other) incurred2021-12-31$613,685
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$13,734,688
Value of net assets at end of year (total assets less liabilities)2021-12-31$214,827,872
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$201,093,184
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,943,529
Interest on participant loans2021-12-31$273,879
Value of interest in common/collective trusts at end of year2021-12-31$209,140,863
Value of interest in common/collective trusts at beginning of year2021-12-31$164,550,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,638
Net investment gain or loss from common/collective trusts2021-12-31$26,624,241
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$4,987,673
Employer contributions (assets) at end of year2021-12-31$76,703
Employer contributions (assets) at beginning of year2021-12-31$61,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,619,172
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 name2021-12-31TRAVELLER & COMPANY LLC
Accountancy firm EIN2021-12-31870668060
2020 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$42,592,560
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$26,429,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,969,336
Expenses. Certain deemed distributions of participant loans2020-12-31$29,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,609,160
Value of total assets at end of year2020-12-31$201,093,184
Value of total assets at beginning of year2020-12-31$184,930,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$430,758
Total interest from all sources2020-12-31$322,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$127,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$127,776
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,497,214
Participant contributions at end of year2020-12-31$5,327,489
Participant contributions at beginning of year2020-12-31$6,128,612
Participant contributions at end of year2020-12-31$204,387
Participant contributions at beginning of year2020-12-31$229,819
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$606,880
Administrative expenses (other) incurred2020-12-31$430,758
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$16,162,676
Value of net assets at end of year (total assets less liabilities)2020-12-31$201,093,184
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$184,930,508
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$30,943,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$169,297,088
Interest on participant loans2020-12-31$322,959
Value of interest in common/collective trusts at end of year2020-12-31$164,550,818
Value of interest in common/collective trusts at beginning of year2020-12-31$9,219,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-17,908,622
Net investment gain or loss from common/collective trusts2020-12-31$42,441,287
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$5,505,066
Employer contributions (assets) at end of year2020-12-31$61,323
Employer contributions (assets) at beginning of year2020-12-31$54,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,969,336
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31TRAVELLER & COMPANY LLC
Accountancy firm EIN2020-12-31870668060
2019 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$51,769,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,413,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,213,057
Expenses. Certain deemed distributions of participant loans2019-12-31$25,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,763,568
Value of total assets at end of year2019-12-31$184,930,508
Value of total assets at beginning of year2019-12-31$153,574,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$174,961
Total interest from all sources2019-12-31$329,998
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,898,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,898,450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,067,216
Participant contributions at end of year2019-12-31$6,128,612
Participant contributions at beginning of year2019-12-31$5,658,167
Participant contributions at end of year2019-12-31$229,819
Participant contributions at beginning of year2019-12-31$198,435
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$497,887
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$31,355,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,930,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,574,572
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$169,297,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$138,703,997
Interest on participant loans2019-12-31$329,998
Value of interest in common/collective trusts at end of year2019-12-31$9,219,998
Value of interest in common/collective trusts at beginning of year2019-12-31$8,967,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,392,433
Net investment gain or loss from common/collective trusts2019-12-31$385,375
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$6,198,465
Employer contributions (assets) at end of year2019-12-31$54,991
Employer contributions (assets) at beginning of year2019-12-31$46,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,213,057
Contract administrator fees2019-12-31$174,961
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 name2019-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2019-12-31870668060
2018 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,210,112
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,699,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,588,092
Expenses. Certain deemed distributions of participant loans2018-12-31$18,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,528,518
Value of total assets at end of year2018-12-31$153,574,572
Value of total assets at beginning of year2018-12-31$172,064,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,898
Total interest from all sources2018-12-31$305,954
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,946,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,946,619
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,841,528
Participant contributions at end of year2018-12-31$5,658,167
Participant contributions at beginning of year2018-12-31$6,185,422
Participant contributions at end of year2018-12-31$198,435
Participant contributions at beginning of year2018-12-31$239,157
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$422,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,489,571
Value of net assets at end of year (total assets less liabilities)2018-12-31$153,574,572
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$172,064,143
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$138,703,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$156,813,299
Interest on participant loans2018-12-31$305,954
Value of interest in common/collective trusts at end of year2018-12-31$8,967,517
Value of interest in common/collective trusts at beginning of year2018-12-31$8,775,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,637,949
Net investment gain or loss from common/collective trusts2018-12-31$66,970
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$5,264,914
Employer contributions (assets) at end of year2018-12-31$46,456
Employer contributions (assets) at beginning of year2018-12-31$50,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,588,092
Contract administrator fees2018-12-31$92,898
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 name2018-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2018-12-31870668060
2017 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$43,949,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,932,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,785,653
Expenses. Certain deemed distributions of participant loans2017-12-31$52,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,660,766
Value of total assets at end of year2017-12-31$172,064,143
Value of total assets at beginning of year2017-12-31$158,047,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,198
Total interest from all sources2017-12-31$276,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,938,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,938,408
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,939,790
Participant contributions at end of year2017-12-31$6,185,422
Participant contributions at beginning of year2017-12-31$6,276,112
Participant contributions at end of year2017-12-31$239,157
Participant contributions at beginning of year2017-12-31$247,590
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$486,199
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$14,016,940
Value of net assets at end of year (total assets less liabilities)2017-12-31$172,064,143
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$158,047,203
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$156,813,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$140,373,081
Interest on participant loans2017-12-31$276,068
Value of interest in common/collective trusts at end of year2017-12-31$8,775,398
Value of interest in common/collective trusts at beginning of year2017-12-31$11,095,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,977,793
Net investment gain or loss from common/collective trusts2017-12-31$96,664
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$6,234,777
Employer contributions (assets) at end of year2017-12-31$50,867
Employer contributions (assets) at beginning of year2017-12-31$55,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,785,653
Contract administrator fees2017-12-31$94,198
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 name2017-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2017-12-31870668060
2016 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$27,822,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$21,925,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,796,997
Expenses. Certain deemed distributions of participant loans2016-12-31$30,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,864,141
Value of total assets at end of year2016-12-31$158,047,203
Value of total assets at beginning of year2016-12-31$152,150,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$97,801
Total interest from all sources2016-12-31$277,227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,900,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,900,564
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,709,140
Participant contributions at end of year2016-12-31$6,276,112
Participant contributions at beginning of year2016-12-31$6,604,362
Participant contributions at end of year2016-12-31$247,590
Participant contributions at beginning of year2016-12-31$281,663
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$230,519
Administrative expenses (other) incurred2016-12-31$97,801
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$5,896,850
Value of net assets at end of year (total assets less liabilities)2016-12-31$158,047,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$152,150,353
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$140,373,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$135,049,750
Interest on participant loans2016-12-31$277,227
Value of interest in common/collective trusts at end of year2016-12-31$11,095,264
Value of interest in common/collective trusts at beginning of year2016-12-31$10,137,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,644,230
Net investment gain or loss from common/collective trusts2016-12-31$136,110
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$6,924,482
Employer contributions (assets) at end of year2016-12-31$55,156
Employer contributions (assets) at beginning of year2016-12-31$76,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,796,997
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 name2016-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2016-12-31870668060
2015 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$0
Total income from all sources (including contributions)2015-12-31$17,504,852
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,493,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,342,790
Expenses. Certain deemed distributions of participant loans2015-12-31$45,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,416,263
Value of total assets at end of year2015-12-31$152,150,353
Value of total assets at beginning of year2015-12-31$155,139,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$105,914
Total interest from all sources2015-12-31$283,159
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,946,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,946,059
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,818,225
Participant contributions at end of year2015-12-31$6,604,362
Participant contributions at beginning of year2015-12-31$6,834,347
Participant contributions at end of year2015-12-31$281,663
Participant contributions at beginning of year2015-12-31$295,638
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$217,003
Other income not declared elsewhere2015-12-31$1,191
Administrative expenses (other) incurred2015-12-31$105,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,989,074
Value of net assets at end of year (total assets less liabilities)2015-12-31$152,150,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$155,139,427
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$135,049,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$137,207,503
Interest on participant loans2015-12-31$283,159
Value of interest in common/collective trusts at end of year2015-12-31$10,137,983
Value of interest in common/collective trusts at beginning of year2015-12-31$10,725,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,259,162
Net investment gain or loss from common/collective trusts2015-12-31$117,342
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$5,381,035
Employer contributions (assets) at end of year2015-12-31$76,595
Employer contributions (assets) at beginning of year2015-12-31$76,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,342,790
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 name2015-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2015-12-31870668060
2014 : MANAGEMENT & TRAINING CORPORATION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$25,569,606
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,437,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,281,420
Expenses. Certain deemed distributions of participant loans2014-12-31$5,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,959,685
Value of total assets at end of year2014-12-31$155,139,427
Value of total assets at beginning of year2014-12-31$149,007,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,798
Total interest from all sources2014-12-31$274,536
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,037,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,037,266
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,538,100
Participant contributions at end of year2014-12-31$6,834,347
Participant contributions at beginning of year2014-12-31$6,139,871
Participant contributions at end of year2014-12-31$295,638
Participant contributions at beginning of year2014-12-31$289,177
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$379,117
Administrative expenses (other) incurred2014-12-31$150,798
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$6,131,936
Value of net assets at end of year (total assets less liabilities)2014-12-31$155,139,427
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,007,491
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$137,207,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$130,931,196
Interest on participant loans2014-12-31$274,536
Value of interest in common/collective trusts at end of year2014-12-31$10,725,830
Value of interest in common/collective trusts at beginning of year2014-12-31$11,571,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-810,280
Net investment gain or loss from common/collective trusts2014-12-31$108,399
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$6,042,468
Employer contributions (assets) at end of year2014-12-31$76,109
Employer contributions (assets) at beginning of year2014-12-31$75,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,281,420
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 name2014-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2014-12-31870668060
2013 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$37,972,915
Total of all expenses incurred2013-12-31$17,529,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,308,355
Expenses. Certain deemed distributions of participant loans2013-12-31$19,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,100,329
Value of total assets at end of year2013-12-31$149,007,491
Value of total assets at beginning of year2013-12-31$128,563,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200,831
Total interest from all sources2013-12-31$235,383
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,254,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,254,392
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,082,398
Participant contributions at end of year2013-12-31$6,139,871
Participant contributions at beginning of year2013-12-31$5,516,176
Participant contributions at end of year2013-12-31$289,177
Participant contributions at beginning of year2013-12-31$276,363
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$214,806
Administrative expenses (other) incurred2013-12-31$200,831
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$20,443,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$149,007,491
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,563,708
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$130,931,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$110,110,060
Interest on participant loans2013-12-31$235,383
Value of interest in common/collective trusts at end of year2013-12-31$11,571,977
Value of interest in common/collective trusts at beginning of year2013-12-31$12,589,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,266,775
Net investment gain or loss from common/collective trusts2013-12-31$116,036
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$5,803,125
Employer contributions (assets) at end of year2013-12-31$75,270
Employer contributions (assets) at beginning of year2013-12-31$71,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,308,355
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 name2013-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2013-12-31870668060
2012 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$29,176,831
Total of all expenses incurred2012-12-31$17,571,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,443,131
Expenses. Certain deemed distributions of participant loans2012-12-31$18,535
Value of total corrective distributions2012-12-31$11,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,006,008
Value of total assets at end of year2012-12-31$128,563,708
Value of total assets at beginning of year2012-12-31$116,958,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$98,814
Total interest from all sources2012-12-31$230,946
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,202,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,202,580
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,073,885
Participant contributions at end of year2012-12-31$5,516,176
Participant contributions at beginning of year2012-12-31$5,506,898
Participant contributions at end of year2012-12-31$276,363
Participant contributions at beginning of year2012-12-31$280,094
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$303,829
Administrative expenses (other) incurred2012-12-31$98,814
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$11,605,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,563,708
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$116,958,561
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$110,110,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$97,329,263
Interest on participant loans2012-12-31$230,946
Value of interest in common/collective trusts at end of year2012-12-31$12,589,219
Value of interest in common/collective trusts at beginning of year2012-12-31$13,770,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,571,740
Net investment gain or loss from common/collective trusts2012-12-31$165,557
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$5,628,294
Employer contributions (assets) at end of year2012-12-31$71,890
Employer contributions (assets) at beginning of year2012-12-31$72,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,443,131
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 name2012-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2012-12-31870668060
2011 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$13,404,573
Total of all expenses incurred2011-12-31$13,699,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,593,578
Expenses. Certain deemed distributions of participant loans2011-12-31$7,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,032,252
Value of total assets at end of year2011-12-31$116,958,561
Value of total assets at beginning of year2011-12-31$117,253,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$98,219
Total interest from all sources2011-12-31$267,783
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,570,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,570,697
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,268,595
Participant contributions at end of year2011-12-31$5,506,898
Participant contributions at beginning of year2011-12-31$5,940,599
Participant contributions at end of year2011-12-31$280,094
Participant contributions at beginning of year2011-12-31$296,338
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$311,293
Administrative expenses (other) incurred2011-12-31$98,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-294,884
Value of net assets at end of year (total assets less liabilities)2011-12-31$116,958,561
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$117,253,445
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$97,329,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,391,788
Interest on participant loans2011-12-31$267,783
Value of interest in common/collective trusts at end of year2011-12-31$13,770,045
Value of interest in common/collective trusts at beginning of year2011-12-31$12,536,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,636,023
Net investment gain or loss from common/collective trusts2011-12-31$169,864
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$4,452,364
Employer contributions (assets) at end of year2011-12-31$72,261
Employer contributions (assets) at beginning of year2011-12-31$88,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,593,578
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 name2011-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2011-12-31870668060
2010 : MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$26,472,857
Total of all expenses incurred2010-12-31$10,295,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,199,016
Expenses. Certain deemed distributions of participant loans2010-12-31$3,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,701,211
Value of total assets at end of year2010-12-31$117,253,445
Value of total assets at beginning of year2010-12-31$101,076,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$93,514
Total interest from all sources2010-12-31$290,383
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,082,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,082,658
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,934,478
Participant contributions at end of year2010-12-31$5,940,599
Participant contributions at beginning of year2010-12-31$5,287,045
Participant contributions at end of year2010-12-31$296,338
Participant contributions at beginning of year2010-12-31$192,431
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$548,394
Administrative expenses (other) incurred2010-12-31$93,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,176,958
Value of net assets at end of year (total assets less liabilities)2010-12-31$117,253,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,076,487
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,391,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$83,551,660
Interest on participant loans2010-12-31$290,383
Value of interest in common/collective trusts at end of year2010-12-31$12,536,014
Value of interest in common/collective trusts at beginning of year2010-12-31$11,978,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,239,086
Net investment gain or loss from common/collective trusts2010-12-31$159,519
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$4,218,339
Employer contributions (assets) at end of year2010-12-31$88,706
Employer contributions (assets) at beginning of year2010-12-31$66,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,199,016
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 name2010-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2010-12-31870668060

Form 5500 Responses for MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN

2022: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANAGEMENT & TRAINING CORPORATION RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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