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MERRILL GARDENS LLC 401(K) PLAN 401k Plan overview

Plan NameMERRILL GARDENS LLC 401(K) PLAN
Plan identification number 001

MERRILL GARDENS LLC 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERRILL GARDENS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MERRILL GARDENS, LLC
Employer identification number (EIN):911738695
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MERRILL GARDENS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1121139

More information about MERRILL GARDENS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL GARDENS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS LOTZ
0012016-01-01TODD HEINEMANN
0012015-01-01DOUGLAS LOTZ
0012015-01-01DOUGLAS LOTZ
0012015-01-01DOUGLAS LOTZ
0012015-01-01DOUGLAS LOTZ
0012014-01-01DOUGLAS LOTZ DOUGLAS LOTZ2015-10-14
0012013-01-01TODD HEINEMANN
0012012-01-01JEFF TRIESCH JEFF TRIESCH2013-10-09
0012011-01-01JEFF TRIESCH
0012010-01-01JEFF TRIESCH
0012009-01-01DOUGLAS SPEAR

Plan Statistics for MERRILL GARDENS LLC 401(K) PLAN

401k plan membership statisitcs for MERRILL GARDENS LLC 401(K) PLAN

Measure Date Value
2022: MERRILL GARDENS LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,203
Total number of active participants reported on line 7a of the Form 55002022-01-012,660
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01359
Total of all active and inactive participants2022-01-013,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,021
Number of participants with account balances2022-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERRILL GARDENS LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,478
Total number of active participants reported on line 7a of the Form 55002021-01-012,865
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01337
Total of all active and inactive participants2021-01-013,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-013,203
Number of participants with account balances2021-01-011,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERRILL GARDENS LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,913
Total number of active participants reported on line 7a of the Form 55002020-01-012,927
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-012,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,976
Number of participants with account balances2020-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERRILL GARDENS LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,984
Total number of active participants reported on line 7a of the Form 55002019-01-011,544
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01198
Total of all active and inactive participants2019-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,743
Number of participants with account balances2019-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: MERRILL GARDENS LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,515
Total number of active participants reported on line 7a of the Form 55002018-01-011,675
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01162
Total of all active and inactive participants2018-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,838
Number of participants with account balances2018-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: MERRILL GARDENS LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,304
Total number of active participants reported on line 7a of the Form 55002017-01-011,359
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01154
Total of all active and inactive participants2017-01-011,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,515
Number of participants with account balances2017-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: MERRILL GARDENS LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,455
Total number of active participants reported on line 7a of the Form 55002016-01-011,162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01273
Total of all active and inactive participants2016-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,436
Number of participants with account balances2016-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: MERRILL GARDENS LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,372
Total number of active participants reported on line 7a of the Form 55002015-01-011,088
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01270
Total of all active and inactive participants2015-01-011,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,358
Number of participants with account balances2015-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: MERRILL GARDENS LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,303
Total number of active participants reported on line 7a of the Form 55002014-01-011,013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01265
Total of all active and inactive participants2014-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,278
Number of participants with account balances2014-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MERRILL GARDENS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,450
Total number of active participants reported on line 7a of the Form 55002013-01-01866
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01337
Total of all active and inactive participants2013-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,203
Number of participants with account balances2013-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: MERRILL GARDENS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,265
Total number of active participants reported on line 7a of the Form 55002012-01-012,307
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-012,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,450
Number of participants with account balances2012-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: MERRILL GARDENS LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,990
Total number of active participants reported on line 7a of the Form 55002011-01-012,149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-012,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,265
Number of participants with account balances2011-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: MERRILL GARDENS LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,047
Total number of active participants reported on line 7a of the Form 55002010-01-011,973
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-011,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,990
Number of participants with account balances2010-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: MERRILL GARDENS LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,918
Total number of active participants reported on line 7a of the Form 55002009-01-011,966
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,047
Number of participants with account balances2009-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on MERRILL GARDENS LLC 401(K) PLAN

Measure Date Value
2022 : MERRILL GARDENS LLC 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$1,857,670
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,138,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,950,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,449,742
Value of total assets at end of year2022-12-31$34,942,173
Value of total assets at beginning of year2022-12-31$38,222,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,267
Total interest from all sources2022-12-31$30,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$984,838
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$984,838
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$4,798,470
Participant contributions at end of year2022-12-31$747,878
Participant contributions at beginning of year2022-12-31$583,138
Participant contributions at end of year2022-12-31$3,923
Participant contributions at beginning of year2022-12-31$1,988
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$413,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,280,623
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,942,173
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,222,796
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
Investment advisory and management fees2022-12-31$37,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,484,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,982,413
Income. Interest from loans (other than to participants)2022-12-31$30,215
Value of interest in common/collective trusts at end of year2022-12-31$705,088
Value of interest in common/collective trusts at beginning of year2022-12-31$654,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,624,427
Net investment gain or loss from common/collective trusts2022-12-31$17,302
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,238,042
Employer contributions (assets) at end of year2022-12-31$1,263
Employer contributions (assets) at beginning of year2022-12-31$918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,950,026
Contract administrator fees2022-12-31$150,965
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 name2022-12-31CLARK NUBER PS
Accountancy firm EIN2022-12-31911194016
2021 : MERRILL GARDENS LLC 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$10,538,631
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,660,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,524,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,762,249
Value of total assets at end of year2021-12-31$38,222,796
Value of total assets at beginning of year2021-12-31$31,345,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,562
Total interest from all sources2021-12-31$25,655
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,511,410
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$1,511,410
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$4,301,679
Participant contributions at end of year2021-12-31$583,138
Participant contributions at beginning of year2021-12-31$465,855
Participant contributions at end of year2021-12-31$1,988
Participant contributions at beginning of year2021-12-31$4,647
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$395,745
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$6,877,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,222,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,345,041
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$36,982,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,979,809
Interest on participant loans2021-12-31$25,655
Value of interest in common/collective trusts at end of year2021-12-31$654,339
Value of interest in common/collective trusts at beginning of year2021-12-31$892,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,224,633
Net investment gain or loss from common/collective trusts2021-12-31$14,684
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,064,825
Employer contributions (assets) at end of year2021-12-31$918
Employer contributions (assets) at beginning of year2021-12-31$1,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,524,314
Contract administrator fees2021-12-31$136,562
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 name2021-12-31CLARK NUBER PS
Accountancy firm EIN2021-12-31911194016
2020 : MERRILL GARDENS LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$7,613,213
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$8,581,368
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,377,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,300,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,127,441
Value of total assets at end of year2020-12-31$31,345,041
Value of total assets at beginning of year2020-12-31$17,527,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,978
Total interest from all sources2020-12-31$21,341
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$457,647
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$457,647
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$3,069,833
Participant contributions at end of year2020-12-31$465,855
Participant contributions at beginning of year2020-12-31$267,297
Participant contributions at end of year2020-12-31$4,647
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$502,430
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$6,204,358
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,345,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,527,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,979,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,940,812
Interest on participant loans2020-12-31$21,341
Value of interest in common/collective trusts at end of year2020-12-31$892,992
Value of interest in common/collective trusts at beginning of year2020-12-31$319,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,964,887
Net investment gain or loss from common/collective trusts2020-12-31$10,052
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,555,178
Employer contributions (assets) at end of year2020-12-31$1,738
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,300,032
Contract administrator fees2020-12-31$76,978
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER PS
Accountancy firm EIN2020-12-31911194016
2019 : MERRILL GARDENS LLC 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$0
Total income from all sources (including contributions)2019-12-31$6,215,442
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,506,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,449,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,626,287
Value of total assets at end of year2019-12-31$17,527,470
Value of total assets at beginning of year2019-12-31$12,818,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,372
Total interest from all sources2019-12-31$15,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,287
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$349,287
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$2,238,806
Participant contributions at end of year2019-12-31$267,297
Participant contributions at beginning of year2019-12-31$221,120
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$68,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$290,856
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$4,708,632
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,527,470
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,818,838
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$16,940,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,452,208
Interest on participant loans2019-12-31$15,788
Value of interest in common/collective trusts at end of year2019-12-31$319,361
Value of interest in common/collective trusts at beginning of year2019-12-31$208,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,216,468
Net investment gain or loss from common/collective trusts2019-12-31$7,612
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$1,096,625
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$868,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,449,438
Contract administrator fees2019-12-31$57,372
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER PS
Accountancy firm EIN2019-12-31911194016
2018 : MERRILL GARDENS LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,451
Total income from all sources (including contributions)2018-12-31$2,286,218
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$988,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$888,176
Expenses. Certain deemed distributions of participant loans2018-12-31$17,688
Value of total corrective distributions2018-12-31$43,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,886,845
Value of total assets at end of year2018-12-31$12,818,838
Value of total assets at beginning of year2018-12-31$11,605,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,119
Total interest from all sources2018-12-31$11,829
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$460,910
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$460,910
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 period2018-12-31Yes
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$1,818,075
Participant contributions at end of year2018-12-31$221,120
Participant contributions at beginning of year2018-12-31$143,163
Participant contributions at end of year2018-12-31$68,576
Participant contributions at beginning of year2018-12-31$57,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$210,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$84,451
Other income not declared elsewhere2018-12-31$1,930
Administrative expenses (other) incurred2018-12-31$29,947
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$1,298,185
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,818,838
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,520,653
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$11,452,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,836,615
Interest on participant loans2018-12-31$11,829
Value of interest in common/collective trusts at end of year2018-12-31$208,684
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,076,866
Net investment gain or loss from common/collective trusts2018-12-31$1,570
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$857,891
Employer contributions (assets) at end of year2018-12-31$868,250
Employer contributions (assets) at beginning of year2018-12-31$568,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$888,176
Contract administrator fees2018-12-31$9,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31CLARK NUBER PS
Accountancy firm EIN2018-12-31911194016
2017 : MERRILL GARDENS LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,642,063
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$837,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$686,092
Expenses. Certain deemed distributions of participant loans2017-12-31$16,788
Value of total corrective distributions2017-12-31$97,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,275,086
Value of total assets at end of year2017-12-31$11,605,104
Value of total assets at beginning of year2017-12-31$8,715,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,972
Total interest from all sources2017-12-31$8,490
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$325,025
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$325,025
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$1,336,884
Participant contributions at end of year2017-12-31$143,163
Participant contributions at beginning of year2017-12-31$97,573
Participant contributions at end of year2017-12-31$57,200
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$84,451
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$36,972
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$2,804,815
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,520,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,715,838
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$10,836,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,618,265
Interest on participant loans2017-12-31$8,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,033,462
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$741,329
Employer contributions (assets) at end of year2017-12-31$568,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$686,092
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 name2017-12-31CLARK NUBER PS
Accountancy firm EIN2017-12-31911194016
2016 : MERRILL GARDENS LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,861,939
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$946,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$916,396
Expenses. Certain deemed distributions of participant loans2016-12-31$3,891
Value of total corrective distributions2016-12-31$25,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,265,816
Value of total assets at end of year2016-12-31$8,715,838
Value of total assets at beginning of year2016-12-31$7,800,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$7,088
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$309,193
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$309,193
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$974,506
Participant contributions at end of year2016-12-31$97,573
Participant contributions at beginning of year2016-12-31$92,935
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$129,833
Other income not declared elsewhere2016-12-31$6,704
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$915,824
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,715,838
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,800,014
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$8,618,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,707,079
Interest on participant loans2016-12-31$7,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$273,138
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$161,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$916,396
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 name2016-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2016-12-31911566381
2015 : MERRILL GARDENS LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$935,393
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$973,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$942,996
Expenses. Certain deemed distributions of participant loans2015-12-31$3,029
Value of total corrective distributions2015-12-31$27,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,012,948
Value of total assets at end of year2015-12-31$7,800,014
Value of total assets at beginning of year2015-12-31$7,838,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$7,708
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$459,371
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$459,371
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$837,598
Participant contributions at end of year2015-12-31$92,935
Participant contributions at beginning of year2015-12-31$109,142
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-38,302
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,800,014
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,838,316
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$7,707,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,729,174
Interest on participant loans2015-12-31$7,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-544,634
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$148,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$942,996
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 name2015-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2015-12-31911566381
2014 : MERRILL GARDENS LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,394,590
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,539,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,481,684
Expenses. Certain deemed distributions of participant loans2014-12-31$32,379
Value of total corrective distributions2014-12-31$25,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$962,047
Value of total assets at end of year2014-12-31$7,838,316
Value of total assets at beginning of year2014-12-31$7,983,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$7,851
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$450,159
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$450,159
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$666,398
Participant contributions at end of year2014-12-31$109,142
Participant contributions at beginning of year2014-12-31$102,372
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$173,487
Other income not declared elsewhere2014-12-31$19,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-145,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,838,316
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,983,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,729,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,881,077
Interest on participant loans2014-12-31$7,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-45,062
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$122,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,481,684
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 name2014-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2014-12-31911566381
2013 : MERRILL GARDENS LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$8,931
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$3,135,698
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,353,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,320,080
Expenses. Certain deemed distributions of participant loans2013-12-31$32,780
Value of total corrective distributions2013-12-31$842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,913,342
Value of total assets at end of year2013-12-31$7,983,449
Value of total assets at beginning of year2013-12-31$7,210,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$8,310
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$250,355
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$250,355
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$1,150,846
Participant contributions at end of year2013-12-31$102,372
Participant contributions at beginning of year2013-12-31$194,059
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$186,082
Other income not declared elsewhere2013-12-31$1,259
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$781,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,983,449
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,210,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,881,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,016,325
Interest on participant loans2013-12-31$8,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$962,432
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$576,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,320,080
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 name2013-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2013-12-31911566381
2012 : MERRILL GARDENS LLC 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$0
Total income from all sources (including contributions)2012-12-31$2,095,333
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$981,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$962,441
Expenses. Certain deemed distributions of participant loans2012-12-31$18,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,523,459
Value of total assets at end of year2012-12-31$7,210,384
Value of total assets at beginning of year2012-12-31$6,096,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$10,126
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$146,795
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$146,795
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,134,475
Participant contributions at end of year2012-12-31$194,059
Participant contributions at beginning of year2012-12-31$239,282
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,084
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$1,113,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,210,384
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,096,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,016,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,857,195
Interest on participant loans2012-12-31$10,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$414,953
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$308,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$962,441
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 name2012-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2012-12-31911566381
2011 : MERRILL GARDENS LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$148,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,116,683
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$838,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$823,576
Expenses. Certain deemed distributions of participant loans2011-12-31$9,051
Value of total corrective distributions2011-12-31$6,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,286,520
Value of total assets at end of year2011-12-31$6,096,477
Value of total assets at beginning of year2011-12-31$5,669,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$10,743
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$91,141
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$91,141
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$965,305
Participant contributions at end of year2011-12-31$239,282
Participant contributions at beginning of year2011-12-31$201,699
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,842
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$278,040
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,096,477
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,669,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,857,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,467,923
Interest on participant loans2011-12-31$10,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-271,721
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$282,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$823,576
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 name2011-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2011-12-31911566381
2010 : MERRILL GARDENS LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,968,660
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$573,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$560,762
Expenses. Certain deemed distributions of participant loans2010-12-31$3,334
Value of total corrective distributions2010-12-31$9,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,497,556
Value of total assets at end of year2010-12-31$5,669,622
Value of total assets at beginning of year2010-12-31$4,274,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$8,806
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,866
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$428,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$824,966
Participant contributions at end of year2010-12-31$201,699
Participant contributions at beginning of year2010-12-31$134,923
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$420,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,394,717
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,669,622
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,274,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,467,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,139,982
Interest on participant loans2010-12-31$8,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$408,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$252,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$560,762
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FINNEY, NEILL & COMPANY, PS
Accountancy firm EIN2010-12-31911566381
2009 : MERRILL GARDENS LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERRILL GARDENS LLC 401(K) PLAN

2022: MERRILL GARDENS LLC 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERRILL GARDENS LLC 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERRILL GARDENS LLC 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERRILL GARDENS LLC 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERRILL GARDENS LLC 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERRILL GARDENS LLC 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERRILL GARDENS LLC 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERRILL GARDENS LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERRILL GARDENS LLC 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERRILL GARDENS LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERRILL GARDENS LLC 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERRILL GARDENS LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERRILL GARDENS LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERRILL GARDENS LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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