| Plan Name | MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MAUL FOSTER & ALONGI, INC. |
| Employer identification number (EIN): | 911730412 |
| NAIC Classification: | 541330 |
| NAIC Description: | Engineering Services |
Additional information about MAUL FOSTER & ALONGI, INC.
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1996-07-02 |
| Company Identification Number: | 601723614 |
| Legal Registered Office Address: |
109 E 13TH ST VANCOUVER United States of America (USA) 986603229 |
More information about MAUL FOSTER & ALONGI, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | MIKE MURRAY | |||
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | PAM GRATER | |||
| 002 | 2022-01-01 | ||||
| 002 | 2022-01-01 | PAM GRATER | |||
| 002 | 2021-01-01 | ||||
| 002 | 2021-01-01 | PAM GRATER | |||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | JENNIFER KING | |||
| 002 | 2016-01-01 | JENNIFER KING | |||
| 002 | 2015-01-01 | JENNIFER KING | |||
| 002 | 2014-01-01 | MONICA PAINTON | |||
| 002 | 2013-01-01 | MONICA PAINTON |
| Measure | Date | Value |
|---|---|---|
| 2023 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,056,974 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,056,974 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,718,951 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $3,171,743 |
| Expenses. Interest paid | 2023-12-31 | $177,987 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $177,987 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,995,206 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $497,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $316,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $936,251 |
| Value of total assets at end of year | 2023-12-31 | $9,439,922 |
| Value of total assets at beginning of year | 2023-12-31 | $7,394,921 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,495 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $421 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $421 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $2,718,951 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $3,171,743 |
| Administrative expenses (other) incurred | 2023-12-31 | $2,495 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $21,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,497,793 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,720,971 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,223,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,813 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $4 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,560 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Assets. Invements in employer securities at end of year | 2023-12-31 | $9,430,105 |
| Assets. Invements in employer securities at beginning of year | 2023-12-31 | $7,373,131 |
| Contributions received in cash from employer | 2023-12-31 | $936,251 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $316,931 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GEFFEN MESHER |
| Accountancy firm EIN | 2023-12-31 | 931042710 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $2,056,974 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $2,056,974 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,718,951 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $3,171,743 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,995,206 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $497,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $316,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $936,251 |
| Value of total assets at end of year | 2023-01-01 | $9,439,922 |
| Value of total assets at beginning of year | 2023-01-01 | $7,394,921 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,495 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $421 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $421 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $2,718,951 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $3,171,743 |
| Administrative expenses (other) incurred | 2023-01-01 | $2,495 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $21,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,497,793 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,720,971 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,223,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $9,813 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $4 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,560 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Assets. Invements in employer securities at end of year | 2023-01-01 | $9,430,105 |
| Assets. Invements in employer securities at beginning of year | 2023-01-01 | $7,373,131 |
| Contributions received in cash from employer | 2023-01-01 | $936,251 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $316,931 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GEFFEN MESHER |
| Accountancy firm EIN | 2023-01-01 | 931042710 |
| 2022 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,995,480 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,995,480 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,171,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,598,230 |
| Expenses. Interest paid | 2022-12-31 | $204,292 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $204,292 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,211,097 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $336,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $130,389 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $784,383 |
| Value of total assets at end of year | 2022-12-31 | $7,394,921 |
| Value of total assets at beginning of year | 2022-12-31 | $9,368,611 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,425 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $3,171,743 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $3,598,230 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,425 |
| Total non interest bearing cash at end of year | 2022-12-31 | $21,790 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,547,203 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,223,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,770,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $7,373,131 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $9,368,611 |
| Contributions received in cash from employer | 2022-12-31 | $784,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $130,389 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GEFFEN MESHER |
| Accountancy firm EIN | 2022-12-31 | 931042710 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-1,995,480 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-1,995,480 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $3,171,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $3,598,230 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,211,097 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $336,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $130,389 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $784,383 |
| Value of total assets at end of year | 2022-01-01 | $7,394,921 |
| Value of total assets at beginning of year | 2022-01-01 | $9,368,611 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,425 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $3,171,743 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $3,598,230 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,425 |
| Total non interest bearing cash at end of year | 2022-01-01 | $21,790 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,547,203 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,223,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,770,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $7,373,131 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $9,368,611 |
| Contributions received in cash from employer | 2022-01-01 | $784,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $130,389 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GEFFEN MESHER |
| Accountancy firm EIN | 2022-01-01 | 931042710 |
| 2021 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,583,471 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,583,471 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,598,230 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,999,940 |
| Expenses. Interest paid | 2021-12-31 | $229,069 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $229,069 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,279,436 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $294,255 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $65,186 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $695,965 |
| Value of total assets at end of year | 2021-12-31 | $9,368,611 |
| Value of total assets at beginning of year | 2021-12-31 | $7,785,140 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $3,598,230 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,999,940 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,985,181 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,770,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,785,200 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $9,368,611 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $7,785,140 |
| Contributions received in cash from employer | 2021-12-31 | $695,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $65,186 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GEFFEN MESHER |
| Accountancy firm EIN | 2021-12-31 | 931042710 |
| 2020 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
| Total plan liabilities at end of year | 2020-12-31 | $3,999,940 |
| Total plan liabilities at beginning of year | 2020-12-31 | $4,378,313 |
| Total income from all sources | 2020-12-31 | $3,776,430 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $286,461 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $34,055 |
| Total plan assets at end of year | 2020-12-31 | $7,785,140 |
| Total plan assets at beginning of year | 2020-12-31 | $4,673,544 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $252,406 |
| Other income received | 2020-12-31 | $3,111,596 |
| Net income (gross income less expenses) | 2020-12-31 | $3,489,969 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,785,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $295,231 |
| Assets. Value of employer securities | 2020-12-31 | $7,785,140 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $664,834 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
| Total plan liabilities at end of year | 2019-12-31 | $4,378,313 |
| Total plan liabilities at beginning of year | 2019-12-31 | $4,734,705 |
| Total income from all sources | 2019-12-31 | $1,679,296 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $317,477 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $43,090 |
| Total plan assets at end of year | 2019-12-31 | $4,673,544 |
| Total plan assets at beginning of year | 2019-12-31 | $3,668,117 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $274,387 |
| Other income received | 2019-12-31 | $1,005,427 |
| Net income (gross income less expenses) | 2019-12-31 | $1,361,819 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $295,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-1,066,588 |
| Assets. Value of employer securities | 2019-12-31 | $4,673,544 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $673,869 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
| Total plan liabilities at end of year | 2018-12-31 | $4,734,705 |
| Total plan liabilities at beginning of year | 2018-12-31 | $5,070,392 |
| Total income from all sources | 2018-12-31 | $1,214,557 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $310,051 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $14,959 |
| Total plan assets at end of year | 2018-12-31 | $3,668,117 |
| Total plan assets at beginning of year | 2018-12-31 | $3,099,298 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $295,092 |
| Other income received | 2018-12-31 | $568,819 |
| Net income (gross income less expenses) | 2018-12-31 | $904,506 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-1,066,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-1,971,094 |
| Assets. Value of employer securities | 2018-12-31 | $3,668,117 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $645,738 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
| Total plan liabilities at end of year | 2017-12-31 | $5,070,392 |
| Total plan liabilities at beginning of year | 2017-12-31 | $5,386,577 |
| Total income from all sources | 2017-12-31 | $201,619 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $331,265 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $16,671 |
| Total plan assets at end of year | 2017-12-31 | $3,099,298 |
| Total plan assets at beginning of year | 2017-12-31 | $3,545,129 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $314,594 |
| Other income received | 2017-12-31 | $-445,831 |
| Net income (gross income less expenses) | 2017-12-31 | $-129,646 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-1,971,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-1,841,448 |
| Assets. Value of employer securities | 2017-12-31 | $3,099,298 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $647,450 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
| Total plan liabilities at end of year | 2016-12-31 | $5,386,577 |
| Total plan liabilities at beginning of year | 2016-12-31 | $5,684,394 |
| Total income from all sources | 2016-12-31 | $-859,902 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $339,660 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,698 |
| Total plan assets at end of year | 2016-12-31 | $3,545,129 |
| Total plan assets at beginning of year | 2016-12-31 | $5,042,508 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $332,962 |
| Other income received | 2016-12-31 | $-1,497,379 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,199,562 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-1,841,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-641,886 |
| Assets. Value of employer securities | 2016-12-31 | $3,545,129 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $637,477 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $5,684,394 |
| Total plan liabilities at beginning of year | 2015-12-31 | $5,964,909 |
| Total income from all sources | 2015-12-31 | $-140,970 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $350,264 |
| Total plan assets at end of year | 2015-12-31 | $5,042,508 |
| Total plan assets at beginning of year | 2015-12-31 | $5,814,257 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $350,264 |
| Other income received | 2015-12-31 | $-771,749 |
| Net income (gross income less expenses) | 2015-12-31 | $-491,234 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-641,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-150,652 |
| Assets. Value of employer securities | 2015-12-31 | $5,042,508 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $630,779 |
| 2014 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
| Total plan liabilities at end of year | 2014-12-31 | $5,964,909 |
| Total plan liabilities at beginning of year | 2014-12-31 | $6,250,000 |
| Total income from all sources | 2014-12-31 | $-67,788 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $345,689 |
| Total plan assets at end of year | 2014-12-31 | $5,814,257 |
| Total plan assets at beginning of year | 2014-12-31 | $6,512,825 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $345,689 |
| Other income received | 2014-12-31 | $-435,742 |
| Net income (gross income less expenses) | 2014-12-31 | $-413,477 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $-150,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $262,825 |
| Assets. Value of employer securities | 2014-12-31 | $5,814,257 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $367,954 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
| Total plan liabilities at end of year | 2013-12-31 | $6,250,000 |
| Total income from all sources | 2013-12-31 | $262,825 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $6,512,825 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Net income (gross income less expenses) | 2013-12-31 | $262,825 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $262,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $6,250,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $262,825 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2023: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |