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MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameMERLINO COMPANIES PROFIT SHARING 401(K) PLAN
Plan identification number 009

MERLINO COMPANIES PROFIT SHARING 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GARY MERLINO CONSTRUCTION COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:GARY MERLINO CONSTRUCTION COMPANY, INC.
Employer identification number (EIN):911296882
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERLINO COMPANIES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01DAN RAYMOND
0092016-01-01DAN RAYMOND
0092015-01-01DAN RAYMOND
0092014-01-01DAN RAYMOND
0092013-01-01ADAM SMITH
0092012-01-01ADAM SMITH ADAM SMITH2013-07-30
0092011-01-01ADAM SMITH ADAM SMITH2012-07-12

Plan Statistics for MERLINO COMPANIES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MERLINO COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01631
Total number of active participants reported on line 7a of the Form 55002022-01-01471
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01554
Number of participants with account balances2022-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01599
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01631
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01557
Total number of active participants reported on line 7a of the Form 55002020-01-01530
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01599
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01491
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01557
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01501
Total number of active participants reported on line 7a of the Form 55002018-01-01475
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01546
Number of participants with account balances2018-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01516
Total number of active participants reported on line 7a of the Form 55002017-01-01437
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01501
Number of participants with account balances2017-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01520
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01516
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01539
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01520
Number of participants with account balances2015-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01492
Total number of active participants reported on line 7a of the Form 55002014-01-01477
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01539
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01531
Total number of active participants reported on line 7a of the Form 55002013-01-01445
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01492
Number of participants with account balances2013-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01520
Total number of active participants reported on line 7a of the Form 55002012-01-01459
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01531
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01524
Total number of active participants reported on line 7a of the Form 55002011-01-01461
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01520
Number of participants with account balances2011-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on MERLINO COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-3,704,999
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,516,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,476,817
Expenses. Certain deemed distributions of participant loans2022-12-31$2,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,933,526
Value of total assets at end of year2022-12-31$35,871,569
Value of total assets at beginning of year2022-12-31$43,093,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,693
Total interest from all sources2022-12-31$13,137
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,072,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,072,026
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,028,126
Participant contributions at end of year2022-12-31$246,621
Participant contributions at beginning of year2022-12-31$287,229
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,112
Other income not declared elsewhere2022-12-31$48,450
Administrative expenses (other) incurred2022-12-31$37,693
Total non interest bearing cash at end of year2022-12-31$16,259
Total non interest bearing cash at beginning of year2022-12-31$14,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,221,842
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,871,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,093,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,470,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,815,188
Interest on participant loans2022-12-31$13,137
Value of interest in common/collective trusts at end of year2022-12-31$6,517,336
Value of interest in common/collective trusts at beginning of year2022-12-31$7,379,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,870,205
Net investment gain or loss from common/collective trusts2022-12-31$98,067
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$902,288
Employer contributions (assets) at end of year2022-12-31$620,645
Employer contributions (assets) at beginning of year2022-12-31$596,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,476,817
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$6,427,826
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,247,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,201,561
Expenses. Certain deemed distributions of participant loans2021-12-31$11,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,014,426
Value of total assets at end of year2021-12-31$43,093,411
Value of total assets at beginning of year2021-12-31$37,912,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,338
Total interest from all sources2021-12-31$16,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,180,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,180,179
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,145,706
Participant contributions at end of year2021-12-31$287,229
Participant contributions at beginning of year2021-12-31$316,950
Other income not declared elsewhere2021-12-31$47,591
Total non interest bearing cash at end of year2021-12-31$14,531
Total non interest bearing cash at beginning of year2021-12-31$16,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,180,624
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,093,411
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,912,787
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$34,815,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,798,234
Interest on participant loans2021-12-31$16,194
Value of interest in common/collective trusts at end of year2021-12-31$7,379,629
Value of interest in common/collective trusts at beginning of year2021-12-31$7,177,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,080,919
Net investment gain or loss from common/collective trusts2021-12-31$88,517
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$868,720
Employer contributions (assets) at end of year2021-12-31$596,834
Employer contributions (assets) at beginning of year2021-12-31$602,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,201,561
Contract administrator fees2021-12-31$34,338
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$6,604,528
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$979,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$883,274
Expenses. Certain deemed distributions of participant loans2020-12-31$15,382
Value of total corrective distributions2020-12-31$24,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,121,655
Value of total assets at end of year2020-12-31$37,912,787
Value of total assets at beginning of year2020-12-31$32,287,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,388
Total interest from all sources2020-12-31$19,493
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,169,501
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$1,169,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,105,498
Participant contributions at end of year2020-12-31$316,950
Participant contributions at beginning of year2020-12-31$339,329
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$137,565
Other income not declared elsewhere2020-12-31$39,207
Administrative expenses (other) incurred2020-12-31$36,244
Total non interest bearing cash at end of year2020-12-31$16,693
Total non interest bearing cash at beginning of year2020-12-31$-3,813
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$5,624,938
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,912,787
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,287,849
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
Investment advisory and management fees2020-12-31$20,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,798,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,777,868
Interest on participant loans2020-12-31$19,493
Value of interest in common/collective trusts at end of year2020-12-31$7,177,926
Value of interest in common/collective trusts at beginning of year2020-12-31$6,517,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,144,687
Net investment gain or loss from common/collective trusts2020-12-31$109,985
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$878,592
Employer contributions (assets) at end of year2020-12-31$602,984
Employer contributions (assets) at beginning of year2020-12-31$656,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$883,274
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$331
Total income from all sources (including contributions)2019-12-31$6,698,465
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,023,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$965,385
Expenses. Certain deemed distributions of participant loans2019-12-31$22,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,401,064
Value of total assets at end of year2019-12-31$32,287,849
Value of total assets at beginning of year2019-12-31$26,613,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,855
Total interest from all sources2019-12-31$18,419
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$954,034
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$954,034
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,119,856
Participant contributions at end of year2019-12-31$339,329
Participant contributions at beginning of year2019-12-31$319,560
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$327,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$281
Other income not declared elsewhere2019-12-31$39,438
Administrative expenses (other) incurred2019-12-31$35,855
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$50
Total non interest bearing cash at end of year2019-12-31$-3,813
Total non interest bearing cash at beginning of year2019-12-31$26,233
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$5,674,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,287,849
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,612,875
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$24,777,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,229,816
Interest on participant loans2019-12-31$18,419
Value of interest in common/collective trusts at end of year2019-12-31$6,517,792
Value of interest in common/collective trusts at beginning of year2019-12-31$5,410,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,171,580
Net investment gain or loss from common/collective trusts2019-12-31$113,930
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$953,562
Employer contributions (assets) at end of year2019-12-31$656,673
Employer contributions (assets) at beginning of year2019-12-31$626,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$965,385
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$331
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$662,837
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,006,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,966,384
Expenses. Certain deemed distributions of participant loans2018-12-31$8,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,993,630
Value of total assets at end of year2018-12-31$26,613,206
Value of total assets at beginning of year2018-12-31$27,957,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,356
Total interest from all sources2018-12-31$14,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,216,179
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$1,216,179
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,067,694
Participant contributions at end of year2018-12-31$319,560
Participant contributions at beginning of year2018-12-31$336,659
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$40,073
Administrative expenses (other) incurred2018-12-31$32,356
Liabilities. Value of operating payables at end of year2018-12-31$50
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$26,233
Total non interest bearing cash at beginning of year2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,344,125
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,612,875
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,957,000
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$20,229,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,966,897
Interest on participant loans2018-12-31$14,503
Value of interest in common/collective trusts at end of year2018-12-31$5,410,651
Value of interest in common/collective trusts at beginning of year2018-12-31$5,084,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,684,588
Net investment gain or loss from common/collective trusts2018-12-31$83,040
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$898,918
Employer contributions (assets) at end of year2018-12-31$626,946
Employer contributions (assets) at beginning of year2018-12-31$568,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,966,384
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$1,537
Total income from all sources (including contributions)2017-12-31$4,993,722
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,041,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,964,129
Expenses. Certain deemed distributions of participant loans2017-12-31$72,620
Value of total corrective distributions2017-12-31$944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,746,053
Value of total assets at end of year2017-12-31$27,957,000
Value of total assets at beginning of year2017-12-31$25,006,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,150
Total interest from all sources2017-12-31$17,665
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$909,436
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$909,436
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$900,026
Participant contributions at end of year2017-12-31$336,659
Participant contributions at beginning of year2017-12-31$412,259
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$527
Other income not declared elsewhere2017-12-31$8,535
Administrative expenses (other) incurred2017-12-31$4,150
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$50
Total non interest bearing cash at end of year2017-12-31$1
Total non interest bearing cash at beginning of year2017-12-31$19,277
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$2,951,879
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,957,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,005,121
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$21,966,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,821,915
Interest on participant loans2017-12-31$17,665
Value of interest in common/collective trusts at end of year2017-12-31$5,084,749
Value of interest in common/collective trusts at beginning of year2017-12-31$5,174,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,246,315
Net investment gain or loss from common/collective trusts2017-12-31$65,718
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$845,500
Employer contributions (assets) at end of year2017-12-31$568,694
Employer contributions (assets) at beginning of year2017-12-31$579,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,964,129
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,487
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$1,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,736,131
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,624,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,598,427
Expenses. Certain deemed distributions of participant loans2016-12-31$16,624
Value of total corrective distributions2016-12-31$2,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,720,244
Value of total assets at end of year2016-12-31$25,006,658
Value of total assets at beginning of year2016-12-31$22,893,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,269
Total interest from all sources2016-12-31$17,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$620,880
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$620,880
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$830,465
Participant contributions at end of year2016-12-31$412,259
Participant contributions at beginning of year2016-12-31$336,973
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,742
Administrative expenses (other) incurred2016-12-31$7,269
Liabilities. Value of operating payables at end of year2016-12-31$50
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$19,277
Total non interest bearing cash at beginning of year2016-12-31$18,467
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$2,111,144
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,005,121
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,893,977
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$18,821,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,940,561
Interest on participant loans2016-12-31$17,023
Value of interest in common/collective trusts at end of year2016-12-31$5,174,125
Value of interest in common/collective trusts at beginning of year2016-12-31$5,027,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,216,265
Net investment gain or loss from common/collective trusts2016-12-31$161,719
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$840,037
Employer contributions (assets) at end of year2016-12-31$579,082
Employer contributions (assets) at beginning of year2016-12-31$570,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,598,427
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,487
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$1,424,877
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,235,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,166,031
Expenses. Certain deemed distributions of participant loans2015-12-31$63,521
Value of total corrective distributions2015-12-31$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,740,312
Value of total assets at end of year2015-12-31$22,893,977
Value of total assets at beginning of year2015-12-31$23,704,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,697
Total interest from all sources2015-12-31$15,220
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$699,070
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$699,070
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$775,152
Participant contributions at end of year2015-12-31$336,973
Participant contributions at beginning of year2015-12-31$353,742
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,420
Total non interest bearing cash at end of year2015-12-31$18,467
Total non interest bearing cash at beginning of year2015-12-31$16,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-810,317
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,893,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,704,294
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$16,940,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,008,549
Interest on participant loans2015-12-31$15,220
Value of interest in common/collective trusts at end of year2015-12-31$5,027,782
Value of interest in common/collective trusts at beginning of year2015-12-31$5,712,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,149,221
Net investment gain or loss from common/collective trusts2015-12-31$119,496
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$835,740
Employer contributions (assets) at end of year2015-12-31$570,194
Employer contributions (assets) at beginning of year2015-12-31$613,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,166,031
Contract administrator fees2015-12-31$4,697
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : MERLINO COMPANIES PROFIT SHARING 401(K) 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$2,392,584
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$409,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$394,894
Expenses. Certain deemed distributions of participant loans2014-12-31$10,291
Value of total corrective distributions2014-12-31$2,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,599,347
Value of total assets at end of year2014-12-31$23,704,294
Value of total assets at beginning of year2014-12-31$21,721,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,385
Total interest from all sources2014-12-31$15,286
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$714,524
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$714,524
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$714,612
Participant contributions at end of year2014-12-31$353,742
Participant contributions at beginning of year2014-12-31$354,337
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$763
Administrative expenses (other) incurred2014-12-31$1,350
Total non interest bearing cash at end of year2014-12-31$16,515
Total non interest bearing cash at beginning of year2014-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,983,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,704,294
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,721,260
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
Investment advisory and management fees2014-12-31$35
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,008,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,313,923
Interest on participant loans2014-12-31$15,286
Value of interest in common/collective trusts at end of year2014-12-31$5,712,119
Value of interest in common/collective trusts at beginning of year2014-12-31$5,491,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,848
Net investment gain or loss from common/collective trusts2014-12-31$67,275
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$883,972
Employer contributions (assets) at end of year2014-12-31$613,369
Employer contributions (assets) at beginning of year2014-12-31$561,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$394,894
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,605,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$827,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$802,672
Expenses. Certain deemed distributions of participant loans2013-12-31$5,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,491,525
Value of total assets at end of year2013-12-31$21,721,260
Value of total assets at beginning of year2013-12-31$18,942,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,836
Total interest from all sources2013-12-31$21,897
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$494,487
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$494,487
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$655,424
Participant contributions at end of year2013-12-31$354,337
Participant contributions at beginning of year2013-12-31$270,172
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,459
Administrative expenses (other) incurred2013-12-31$15,378
Total non interest bearing cash at end of year2013-12-31$32
Total non interest bearing cash at beginning of year2013-12-31$14,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,778,525
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,721,260
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,942,735
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
Investment advisory and management fees2013-12-31$3,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,313,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,626,530
Interest on participant loans2013-12-31$14,069
Value of interest in common/collective trusts at end of year2013-12-31$5,491,909
Value of interest in common/collective trusts at beginning of year2013-12-31$4,493,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,547,943
Net investment gain or loss from common/collective trusts2013-12-31$49,726
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$807,354
Employer contributions (assets) at end of year2013-12-31$561,059
Employer contributions (assets) at beginning of year2013-12-31$535,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$802,672
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,250
Total income from all sources (including contributions)2012-12-31$3,263,523
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,110,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,073,011
Expenses. Certain deemed distributions of participant loans2012-12-31$8,260
Value of total corrective distributions2012-12-31$7,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,483,527
Value of total assets at end of year2012-12-31$18,942,735
Value of total assets at beginning of year2012-12-31$16,790,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,642
Total interest from all sources2012-12-31$11,303
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$480,350
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$480,350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$597,907
Participant contributions at end of year2012-12-31$270,172
Participant contributions at beginning of year2012-12-31$177,983
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$113,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,613
Administrative expenses (other) incurred2012-12-31$6,980
Total non interest bearing cash at end of year2012-12-31$14,541
Total non interest bearing cash at beginning of year2012-12-31$14,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,153,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,942,735
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,789,341
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
Investment advisory and management fees2012-12-31$14,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,626,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,864,646
Interest on participant loans2012-12-31$11,303
Value of interest in common/collective trusts at end of year2012-12-31$4,493,857
Value of interest in common/collective trusts at beginning of year2012-12-31$4,197,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,215,645
Net investment gain or loss from common/collective trusts2012-12-31$72,698
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$771,670
Employer contributions (assets) at end of year2012-12-31$535,176
Employer contributions (assets) at beginning of year2012-12-31$534,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,073,011
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,250
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$196
Total income from all sources (including contributions)2011-12-31$937,537
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$976,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$971,162
Expenses. Certain deemed distributions of participant loans2011-12-31$3,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,471,563
Value of total assets at end of year2011-12-31$16,790,591
Value of total assets at beginning of year2011-12-31$16,828,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,566
Total interest from all sources2011-12-31$6,163
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$375,705
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$375,705
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$681,029
Participant contributions at end of year2011-12-31$177,983
Participant contributions at beginning of year2011-12-31$106,990
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$520
Administrative expenses (other) incurred2011-12-31$1,350
Liabilities. Value of operating payables at beginning of year2011-12-31$196
Total non interest bearing cash at end of year2011-12-31$14,440
Total non interest bearing cash at beginning of year2011-12-31$13,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-38,788
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,789,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,828,129
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
Investment advisory and management fees2011-12-31$216
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,864,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,123,953
Interest on participant loans2011-12-31$6,163
Value of interest in common/collective trusts at end of year2011-12-31$4,197,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,046,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,046,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,067,048
Net investment gain or loss from common/collective trusts2011-12-31$151,154
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$777,856
Employer contributions (assets) at end of year2011-12-31$534,849
Employer contributions (assets) at beginning of year2011-12-31$536,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$971,162
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,250
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318

Form 5500 Responses for MERLINO COMPANIES PROFIT SHARING 401(K) PLAN

2022: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERLINO COMPANIES PROFIT SHARING 401(K) 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERLINO COMPANIES PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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