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METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 401k Plan overview

Plan NameMETROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P
Plan identification number 001

METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

METROPOLITAN PUBLIC DEFENDER SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:METROPOLITAN PUBLIC DEFENDER SERVICES, INC.
Employer identification number (EIN):930591637
NAIC Classification:541190

Additional information about METROPOLITAN PUBLIC DEFENDER SERVICES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1971-02-18
Company Identification Number: 9219817
Legal Registered Office Address: 630 SW 5TH AVE STE 500

PORTLAND
United States of America (USA)
97204

More information about METROPOLITAN PUBLIC DEFENDER SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01YINI OREBAUGH2023-10-10 CARL MACPHERSON2023-10-10
0012021-01-01YINI OREBAUGH2022-09-17 CARL MACPHERSON
0012020-01-01TANA GUTZKA2021-09-16 CARL MACPHERSON2021-09-16
0012019-01-01TANA GUTZKA2020-09-29 CARL MACPHERSON2020-09-29
0012018-01-01TANA GUTZKA2019-09-25 CARL MACPHERSON2019-09-25
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TANA GUTZKA
0012011-01-01TANA GUTZKA
0012009-01-01TANA GUTZKA TANA GUTZKA2010-10-12
0012009-01-01TANA GUTZKA TANA GUTZKA2010-10-12

Plan Statistics for METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P

401k plan membership statisitcs for METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P

Measure Date Value
2022: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01352
Total participants2022-01-01352
Number of participants with account balances2022-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2021 401k membership
Total participants, beginning-of-year2021-01-01270
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01295
Total participants2021-01-01295
Number of participants with account balances2021-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01270
Total participants2020-01-01270
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01240
Total participants2019-01-01240
Number of participants with account balances2019-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2018 401k membership
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01214
Total participants2018-01-01214
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2017 401k membership
Total participants, beginning-of-year2017-01-01189
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01205
Total participants2017-01-01205
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01189
Total participants2016-01-01189
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01130
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01188
Total participants2015-01-01188
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2014 401k membership
Total participants, beginning-of-year2014-01-01205
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01200
Total participants2014-01-01200
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01205
Total participants2013-01-01205
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01187
Total participants2012-01-01187
Number of participants with account balances2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01171
Total participants2011-01-01171
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P

Measure Date Value
2022 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,162
Total income from all sources (including contributions)2022-12-31$-2,205,219
Total of all expenses incurred2022-12-31$1,321,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,276,670
Value of total corrective distributions2022-12-31$2,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,766,617
Value of total assets at end of year2022-12-31$19,281,684
Value of total assets at beginning of year2022-12-31$22,811,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,868
Total interest from all sources2022-12-31$1,656
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,781
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$388,781
Administrative expenses professional fees incurred2022-12-31$10,456
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$892,023
Participant contributions at end of year2022-12-31$29,950
Participant contributions at beginning of year2022-12-31$33,888
Assets. Other investments not covered elsewhere at end of year2022-12-31$132,148
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$158,603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,224
Other income not declared elsewhere2022-12-31$-31,374
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$-3,526,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,279,497
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,806,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,885,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,442,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$122,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$74,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$74,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,330,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$866,370
Employer contributions (assets) at end of year2022-12-31$111,964
Employer contributions (assets) at beginning of year2022-12-31$101,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,276,670
Contract administrator fees2022-12-31$32,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,187
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,162
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 name2022-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2022-12-31274363029
2021 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,547
Total income from all sources (including contributions)2021-12-31$4,493,001
Total of all expenses incurred2021-12-31$1,367,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,312,420
Value of total corrective distributions2021-12-31$6,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,708,657
Value of total assets at end of year2021-12-31$22,811,603
Value of total assets at beginning of year2021-12-31$19,685,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,063
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$349,403
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$349,403
Administrative expenses professional fees incurred2021-12-31$12,668
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$860,913
Participant contributions at end of year2021-12-31$33,888
Participant contributions at beginning of year2021-12-31$34,208
Assets. Other investments not covered elsewhere at end of year2021-12-31$158,603
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$155,921
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,649
Other income not declared elsewhere2021-12-31$-1,572
Administrative expenses (other) incurred2021-12-31$6,548
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$3,125,504
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,806,441
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,680,937
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$22,442,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,372,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$74,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$20,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$20,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,436,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$791,095
Employer contributions (assets) at end of year2021-12-31$101,620
Employer contributions (assets) at beginning of year2021-12-31$103,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,312,420
Contract administrator fees2021-12-31$29,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,162
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,547
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 name2021-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2021-12-31274363029
2020 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,547
Total income from all sources (including contributions)2020-12-31$4,477,866
Total of all expenses incurred2020-12-31$515,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$465,816
Value of total corrective distributions2020-12-31$4,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,851,396
Value of total assets at end of year2020-12-31$19,685,484
Value of total assets at beginning of year2020-12-31$15,718,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$300,468
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$300,468
Administrative expenses professional fees incurred2020-12-31$12,189
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$751,139
Participant contributions at end of year2020-12-31$34,208
Assets. Other investments not covered elsewhere at end of year2020-12-31$155,921
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$86,772
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$363,693
Other income not declared elsewhere2020-12-31$999
Administrative expenses (other) incurred2020-12-31$6,309
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$3,962,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,680,937
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,718,304
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$19,372,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,353,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$231,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$231,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,325,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$736,564
Employer contributions (assets) at end of year2020-12-31$103,045
Employer contributions (assets) at beginning of year2020-12-31$47,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$465,816
Contract administrator fees2020-12-31$26,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,547
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2020-12-31274363029
2019 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,222,042
Total of all expenses incurred2019-12-31$1,962,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,920,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,320,376
Value of total assets at end of year2019-12-31$15,718,304
Value of total assets at beginning of year2019-12-31$13,459,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,116
Total interest from all sources2019-12-31$5,049
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$333,911
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$333,911
Administrative expenses professional fees incurred2019-12-31$14,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$601,481
Assets. Other investments not covered elsewhere at end of year2019-12-31$86,772
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$64,887
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$138,161
Other income not declared elsewhere2019-12-31$-7,855
Administrative expenses (other) incurred2019-12-31$3,249
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$2,259,225
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,718,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,459,079
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$15,353,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,101,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$231,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$243,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$243,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,570,561
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$580,734
Employer contributions (assets) at end of year2019-12-31$47,215
Employer contributions (assets) at beginning of year2019-12-31$49,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,920,701
Contract administrator fees2019-12-31$24,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2019-12-31274363029
2018 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$244,286
Total of all expenses incurred2018-12-31$1,696,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,661,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,174,017
Value of total assets at end of year2018-12-31$13,459,079
Value of total assets at beginning of year2018-12-31$14,911,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,054
Total interest from all sources2018-12-31$4,389
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$299,291
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$299,291
Administrative expenses professional fees incurred2018-12-31$13,700
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$584,006
Assets. Other investments not covered elsewhere at end of year2018-12-31$64,887
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$170,906
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,387
Other income not declared elsewhere2018-12-31$-116,099
Administrative expenses (other) incurred2018-12-31$5,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,452,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,459,079
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,911,643
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$13,101,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,613,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$243,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$83,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$83,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,117,312
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$572,624
Employer contributions (assets) at end of year2018-12-31$49,020
Employer contributions (assets) at beginning of year2018-12-31$44,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,661,796
Contract administrator fees2018-12-31$16,220
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 name2018-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2018-12-31274363029
2017 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,413,226
Total of all expenses incurred2017-12-31$876,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$845,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,182,677
Value of total assets at end of year2017-12-31$14,911,643
Value of total assets at beginning of year2017-12-31$12,374,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,632
Total interest from all sources2017-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$268,378
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$268,378
Administrative expenses professional fees incurred2017-12-31$12,860
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$512,597
Assets. Other investments not covered elsewhere at end of year2017-12-31$170,906
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$98,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$120,963
Other income not declared elsewhere2017-12-31$53,465
Administrative expenses (other) incurred2017-12-31$2,782
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$2,536,753
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,911,643
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,374,890
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$14,613,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,141,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$83,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$92,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$92,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,908,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$549,117
Employer contributions (assets) at end of year2017-12-31$44,420
Employer contributions (assets) at beginning of year2017-12-31$42,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$845,841
Contract administrator fees2017-12-31$14,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2017-12-31274363029
2016 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,918,337
Total of all expenses incurred2016-12-31$569,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$545,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$987,462
Value of total assets at end of year2016-12-31$12,374,890
Value of total assets at beginning of year2016-12-31$11,025,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,650
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$468,918
Assets. Other investments not covered elsewhere at end of year2016-12-31$98,960
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,715
Other income not declared elsewhere2016-12-31$34,808
Administrative expenses (other) incurred2016-12-31$2,799
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$1,348,920
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,374,890
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,025,970
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$12,141,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,971,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$92,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$896,067
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$516,829
Employer contributions (assets) at end of year2016-12-31$42,306
Employer contributions (assets) at beginning of year2016-12-31$42,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$545,442
Contract administrator fees2016-12-31$8,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2016-12-31274363029
2015 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$816,875
Total of all expenses incurred2015-12-31$1,712,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,696,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$937,173
Value of total assets at end of year2015-12-31$11,025,970
Value of total assets at beginning of year2015-12-31$11,921,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,280
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$398,044
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,842
Administrative expenses (other) incurred2015-12-31$3,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-895,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,025,970
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,921,859
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
Investment advisory and management fees2015-12-31$282
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,971,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,282,019
Value of interest in common/collective trusts at beginning of year2015-12-31$9,111,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$58,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$58,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-157,364
Net investment gain or loss from common/collective trusts2015-12-31$37,066
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$512,287
Employer contributions (assets) at end of year2015-12-31$42,521
Employer contributions (assets) at beginning of year2015-12-31$36,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,696,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$433,598
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 name2015-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2015-12-31274363029
2014 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,762
Total income from all sources (including contributions)2014-12-31$1,426,111
Total of all expenses incurred2014-12-31$606,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$590,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$829,931
Value of total assets at end of year2014-12-31$11,921,859
Value of total assets at beginning of year2014-12-31$11,106,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$11,780
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$341,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,762
Administrative expenses (other) incurred2014-12-31$3,607
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$819,980
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,921,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,101,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$317
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,282,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,368,377
Value of interest in common/collective trusts at end of year2014-12-31$9,111,158
Value of interest in common/collective trusts at beginning of year2014-12-31$8,170,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$58,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,516
Net investment gain or loss from common/collective trusts2014-12-31$513,664
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$488,734
Employer contributions (assets) at end of year2014-12-31$36,829
Employer contributions (assets) at beginning of year2014-12-31$28,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$590,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$433,598
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$522,829
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 name2014-12-31GARY MCGEE & CO. LLP
Accountancy firm EIN2014-12-31274363029
2013 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$93,142
Total unrealized appreciation/depreciation of assets2013-12-31$93,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$598
Total income from all sources (including contributions)2013-12-31$2,485,233
Total of all expenses incurred2013-12-31$251,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$738,712
Value of total assets at end of year2013-12-31$11,106,641
Value of total assets at beginning of year2013-12-31$8,868,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,460
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$296,389
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$598
Administrative expenses (other) incurred2013-12-31$2,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,233,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,101,879
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,867,914
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$2,368,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,970,205
Value of interest in common/collective trusts at end of year2013-12-31$8,170,170
Value of interest in common/collective trusts at beginning of year2013-12-31$6,487,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$21,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$21,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$452,045
Net investment gain or loss from common/collective trusts2013-12-31$1,201,334
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$437,819
Employer contributions (assets) at end of year2013-12-31$28,943
Employer contributions (assets) at beginning of year2013-12-31$28,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,736
Contract administrator fees2013-12-31$370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$522,829
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$361,240
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 name2013-12-31HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2013-12-31930743240
2012 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$45,417
Total unrealized appreciation/depreciation of assets2012-12-31$45,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,893
Total income from all sources (including contributions)2012-12-31$1,682,966
Total of all expenses incurred2012-12-31$291,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$275,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$710,377
Value of total assets at end of year2012-12-31$8,868,512
Value of total assets at beginning of year2012-12-31$7,489,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$11,510
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$293,950
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,893
Administrative expenses (other) incurred2012-12-31$3,088
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$1,391,848
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,867,914
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,476,066
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$1,970,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,783,857
Value of interest in common/collective trusts at end of year2012-12-31$6,487,633
Value of interest in common/collective trusts at beginning of year2012-12-31$5,381,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$240,793
Net investment gain or loss from common/collective trusts2012-12-31$686,379
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$404,407
Employer contributions (assets) at end of year2012-12-31$28,377
Employer contributions (assets) at beginning of year2012-12-31$28,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$275,985
Contract administrator fees2012-12-31$535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$361,240
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$282,597
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2012-12-31930743240
2011 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,465
Total unrealized appreciation/depreciation of assets2011-12-31$-1,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,893
Total income from all sources (including contributions)2011-12-31$699,058
Total of all expenses incurred2011-12-31$520,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$506,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$721,784
Value of total assets at end of year2011-12-31$7,489,959
Value of total assets at beginning of year2011-12-31$7,297,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$10,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$312,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,893
Administrative expenses (other) incurred2011-12-31$2,993
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$178,338
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,476,066
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,297,728
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$1,783,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,036,568
Value of interest in common/collective trusts at end of year2011-12-31$5,381,225
Value of interest in common/collective trusts at beginning of year2011-12-31$4,972,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$147,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$147,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,893
Net investment gain or loss from common/collective trusts2011-12-31$40,632
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$409,610
Employer contributions (assets) at end of year2011-12-31$28,464
Employer contributions (assets) at beginning of year2011-12-31$28,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$506,399
Contract administrator fees2011-12-31$428
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$282,597
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$112,954
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 name2011-12-31HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2011-12-31930743240
2010 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,448,167
Total of all expenses incurred2010-12-31$56,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$559,404
Value of total assets at end of year2010-12-31$7,297,728
Value of total assets at beginning of year2010-12-31$5,905,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,391
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$271,634
Participant contributions at beginning of year2010-12-31$7,310
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$547
Other income not declared elsewhere2010-12-31$38,665
Administrative expenses (other) incurred2010-12-31$2,728
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$1,391,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,297,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,905,785
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$2,036,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,747,256
Value of interest in common/collective trusts at end of year2010-12-31$4,972,065
Value of interest in common/collective trusts at beginning of year2010-12-31$3,900,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$147,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$147,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$147,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$298,869
Net investment gain or loss from common/collective trusts2010-12-31$551,229
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$287,223
Employer contributions (assets) at end of year2010-12-31$28,686
Employer contributions (assets) at beginning of year2010-12-31$43,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$40,719
Contract administrator fees2010-12-31$386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$112,954
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$59,143
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 name2010-12-31HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2010-12-31930743240
2009 : METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P

2022: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: METROPOLITAN PUBLIC DEFENDER RESTATED RETIREMENT P 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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