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MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameMARATHON COACH, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 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.
  • 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

MARATHON COACH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARATHON COACH, INC.
Employer identification number (EIN):931104323
NAIC Classification:336210

Additional information about MARATHON COACH, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1993-02-18
Company Identification Number: 33209388
Legal Registered Office Address: 91333 N COBURG INDUSTRIAL WAY

COBURG
United States of America (USA)
97408

More information about MARATHON COACH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN J. IRVIN2023-08-18
0012021-01-01STEVEN J. IRVIN2022-09-22
0012020-01-01STEVEN J. IRVIN2021-10-12
0012019-01-01STEVEN J. IRVIN2020-10-09
0012018-01-01STEVEN J. IRVIN2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL W. WARNER
0012013-01-01MICHAEL W. WARNER
0012012-01-01MICHAEL W. WARNER
0012011-01-01MICHAEL W. WARNER
0012010-01-01STANLEY H. PICKETT
0012009-01-01PENSION PLANNERS NORTHWEST

Plan Statistics for MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01242
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01268
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01251
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01268
Total number of active participants reported on line 7a of the Form 55002020-01-01223
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01255
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01240
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01207
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01197
Number of participants with account balances2017-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01173
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01148
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01286
Total number of active participants reported on line 7a of the Form 55002010-01-01153
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01234
Number of participants with account balances2010-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01285
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,609
Total income from all sources (including contributions)2022-12-31$-536,454
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$295,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$238,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$541,796
Value of total assets at end of year2022-12-31$6,233,814
Value of total assets at beginning of year2022-12-31$7,069,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,916
Total interest from all sources2022-12-31$6,782
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$17,102
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$437,796
Participant contributions at end of year2022-12-31$92,427
Participant contributions at beginning of year2022-12-31$136,028
Participant contributions at end of year2022-12-31$-75
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,609
Total non interest bearing cash at end of year2022-12-31$4,688
Total non interest bearing cash at beginning of year2022-12-31$7,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-832,253
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,229,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,061,540
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$15,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,136,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,925,512
Interest on participant loans2022-12-31$6,782
Net investment gain/loss from pooled separate accounts2022-12-31$-1,085,032
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$102,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$238,883
Contract administrator fees2022-12-31$24,173
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 name2022-12-31JONES & ROTH PC
Accountancy firm EIN2022-12-31930819646
2021 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,266
Total income from all sources (including contributions)2021-12-31$1,181,029
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$298,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$237,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$409,888
Value of total assets at end of year2021-12-31$7,069,149
Value of total assets at beginning of year2021-12-31$6,180,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,789
Total interest from all sources2021-12-31$6,282
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,610
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$353,790
Participant contributions at end of year2021-12-31$136,028
Participant contributions at beginning of year2021-12-31$88,160
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,266
Total non interest bearing cash at end of year2021-12-31$7,609
Total non interest bearing cash at beginning of year2021-12-31$2,266
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$882,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,061,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,178,583
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
Investment advisory and management fees2021-12-31$16,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,925,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,090,423
Interest on participant loans2021-12-31$6,282
Net investment gain/loss from pooled separate accounts2021-12-31$764,859
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$54,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$237,283
Contract administrator fees2021-12-31$27,713
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 name2021-12-31JONES & ROTH PC
Accountancy firm EIN2021-12-31930819646
2020 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,348
Total income from all sources (including contributions)2020-12-31$1,318,997
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$242,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$188,717
Value of total corrective distributions2020-12-31$5,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$419,804
Value of total assets at end of year2020-12-31$6,180,849
Value of total assets at beginning of year2020-12-31$5,103,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,857
Total interest from all sources2020-12-31$5,979
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,266
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$333,958
Participant contributions at end of year2020-12-31$88,160
Participant contributions at beginning of year2020-12-31$110,367
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,348
Total non interest bearing cash at end of year2020-12-31$2,266
Total non interest bearing cash at beginning of year2020-12-31$1,629
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$1,076,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,178,583
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,102,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,090,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,991,919
Interest on participant loans2020-12-31$5,979
Net investment gain/loss from pooled separate accounts2020-12-31$893,214
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$54,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$188,717
Contract administrator fees2020-12-31$24,705
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 name2020-12-31JONES & ROTH PC
Accountancy firm EIN2020-12-31930819646
2019 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,782
Total income from all sources (including contributions)2019-12-31$1,222,223
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$161,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$134,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$370,316
Value of total assets at end of year2019-12-31$5,103,915
Value of total assets at beginning of year2019-12-31$4,043,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,805
Total interest from all sources2019-12-31$7,070
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$7,348
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$315,834
Participant contributions at end of year2019-12-31$110,367
Participant contributions at beginning of year2019-12-31$124,123
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$332
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,782
Other income not declared elsewhere2019-12-31$775
Total non interest bearing cash at end of year2019-12-31$1,629
Total non interest bearing cash at beginning of year2019-12-31$2,178
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$1,060,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,102,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,041,934
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
Investment advisory and management fees2019-12-31$11,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,991,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,917,415
Interest on participant loans2019-12-31$7,070
Net investment gain/loss from pooled separate accounts2019-12-31$844,062
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$54,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$134,785
Contract administrator fees2019-12-31$8,136
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 name2019-12-31JONES & ROTH PC
Accountancy firm EIN2019-12-31930819646
2018 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$382
Total income from all sources (including contributions)2018-12-31$62,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$626,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$608,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$327,025
Value of total assets at end of year2018-12-31$4,043,716
Value of total assets at beginning of year2018-12-31$4,605,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,495
Total interest from all sources2018-12-31$7,845
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,982
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$461,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$276,307
Participant contributions at end of year2018-12-31$124,123
Participant contributions at beginning of year2018-12-31$131,267
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$381
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$382
Other income not declared elsewhere2018-12-31$1,759
Total non interest bearing cash at end of year2018-12-31$2,178
Total non interest bearing cash at beginning of year2018-12-31$370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-563,518
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,041,934
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,605,452
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
Investment advisory and management fees2018-12-31$11,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,917,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,474,185
Interest on participant loans2018-12-31$7,845
Net investment gain/loss from pooled separate accounts2018-12-31$-273,790
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$50,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$608,862
Contract administrator fees2018-12-31$510
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 name2018-12-31JONES & ROTH PC
Accountancy firm EIN2018-12-31930819646
2017 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,403
Total income from all sources (including contributions)2017-12-31$903,050
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$567,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$546,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$236,507
Value of total assets at end of year2017-12-31$4,605,834
Value of total assets at beginning of year2017-12-31$4,271,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,178
Total interest from all sources2017-12-31$7,464
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,382
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$461,000
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$189,458
Participant contributions at end of year2017-12-31$131,267
Participant contributions at beginning of year2017-12-31$138,362
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,403
Other income not declared elsewhere2017-12-31$1,750
Total non interest bearing cash at end of year2017-12-31$370
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$335,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,605,452
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,270,284
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
Investment advisory and management fees2017-12-31$11,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,474,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,131,922
Interest on participant loans2017-12-31$7,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,403
Net investment gain/loss from pooled separate accounts2017-12-31$657,329
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$47,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$546,704
Contract administrator fees2017-12-31$540
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 name2017-12-31JONES & ROTH PC
Accountancy firm EIN2017-12-31930819646
2016 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$271
Total income from all sources (including contributions)2016-12-31$509,532
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$124,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$238,986
Value of total assets at end of year2016-12-31$4,271,687
Value of total assets at beginning of year2016-12-31$3,900,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,514
Total interest from all sources2016-12-31$6,950
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$428,000
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$177,869
Participant contributions at end of year2016-12-31$138,362
Participant contributions at beginning of year2016-12-31$125,400
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$271
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$370,042
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,270,284
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,900,242
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
Investment advisory and management fees2016-12-31$10,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,131,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,774,829
Interest on participant loans2016-12-31$6,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$263,596
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$44,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$124,976
Contract administrator fees2016-12-31$4,406
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 name2016-12-31JONES & ROTH PC
Accountancy firm EIN2016-12-31930819646
2015 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Total income from all sources (including contributions)2015-12-31$230,570
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,315
Value of total corrective distributions2015-12-31$636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$228,239
Value of total assets at end of year2015-12-31$3,900,513
Value of total assets at beginning of year2015-12-31$3,704,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,339
Total interest from all sources2015-12-31$5,771
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$7,148
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$391,000
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$182,075
Participant contributions at end of year2015-12-31$125,400
Participant contributions at beginning of year2015-12-31$112,509
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15
Other income not declared elsewhere2015-12-31$-3,440
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$195,280
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,900,242
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,704,962
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$9,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,774,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,592,453
Interest on participant loans2015-12-31$5,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15
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$39,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,315
Contract administrator fees2015-12-31$504
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 name2015-12-31JONES & ROTH PC
Accountancy firm EIN2015-12-31930819646
2014 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,873
Total income from all sources (including contributions)2014-12-31$332,753
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$147,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$134,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$118,939
Value of total assets at end of year2014-12-31$3,704,977
Value of total assets at beginning of year2014-12-31$3,521,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,992
Total interest from all sources2014-12-31$5,969
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$3,408
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$371,000
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$114,480
Participant contributions at end of year2014-12-31$112,509
Participant contributions at beginning of year2014-12-31$110,408
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,873
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$185,511
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,704,962
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,519,451
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$4,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,592,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,410,443
Interest on participant loans2014-12-31$5,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$207,845
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$134,250
Contract administrator fees2014-12-31$5,000
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 name2014-12-31JONES & ROTH PC
Accountancy firm EIN2014-12-31930819646
2013 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,873
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$660,314
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$65,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,429
Value of total corrective distributions2013-12-31$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$83,508
Value of total assets at end of year2013-12-31$3,521,324
Value of total assets at beginning of year2013-12-31$2,924,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,493
Total interest from all sources2013-12-31$5,144
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$6,871
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$352,000
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$82,111
Participant contributions at end of year2013-12-31$110,408
Participant contributions at beginning of year2013-12-31$93,609
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$594,834
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,519,451
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,924,617
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$3,410,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,831,008
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$5,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$571,662
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$49,429
Contract administrator fees2013-12-31$8,622
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 name2013-12-31JONES & ROTH PC
Accountancy firm EIN2013-12-31930819646
2012 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$524,638
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,134,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,108,530
Expenses. Certain deemed distributions of participant loans2012-12-31$12,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$70,898
Value of total assets at end of year2012-12-31$2,924,617
Value of total assets at beginning of year2012-12-31$3,534,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,355
Total interest from all sources2012-12-31$6,189
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$293,000
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$69,443
Participant contributions at end of year2012-12-31$93,609
Participant contributions at beginning of year2012-12-31$112,639
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$322
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-610,187
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,924,617
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,534,804
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$2,831,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,421,594
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$6,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$447,551
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,108,530
Contract administrator fees2012-12-31$13,355
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 name2012-12-31JONES & ROTH PC
Accountancy firm EIN2012-12-31930819646
2011 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-48,565
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,405,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,388,477
Expenses. Certain deemed distributions of participant loans2011-12-31$872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$78,829
Value of total assets at end of year2011-12-31$3,534,804
Value of total assets at beginning of year2011-12-31$4,988,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,035
Total interest from all sources2011-12-31$10,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$4,111
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$499,000
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$78,698
Participant contributions at end of year2011-12-31$112,639
Participant contributions at beginning of year2011-12-31$219,188
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$131
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$102
Total non interest bearing cash at end of year2011-12-31$249
Total non interest bearing cash at beginning of year2011-12-31$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,453,949
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,534,804
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,988,753
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$3,421,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,769,216
Interest on participant loans2011-12-31$10,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-137,707
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,388,477
Contract administrator fees2011-12-31$11,924
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 name2011-12-31JONES & ROTH PC
Accountancy firm EIN2011-12-31930819646
2010 : MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,816
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$736,274
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$403,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$386,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$130,581
Value of total assets at end of year2010-12-31$4,988,753
Value of total assets at beginning of year2010-12-31$4,654,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,526
Total interest from all sources2010-12-31$14,054
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$499,000
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$129,950
Participant contributions at end of year2010-12-31$219,188
Participant contributions at beginning of year2010-12-31$294,323
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$631
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,275
Total non interest bearing cash at end of year2010-12-31$247
Total non interest bearing cash at beginning of year2010-12-31$158
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$332,570
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,988,753
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,654,367
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,353,611
Value of interest in pooled separate accounts at end of year2010-12-31$4,769,216
Interest on participant loans2010-12-31$14,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$591,639
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$386,178
Contract administrator fees2010-12-31$17,526
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 name2010-12-31JONES & ROTH PC
Accountancy firm EIN2010-12-31930819646
2009 : MARATHON COACH, INC. PROFIT SHARING 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 MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,504
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23504
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES, TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,717
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14717
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES, TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered247
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,929
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12929
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES, TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,060
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10060
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES, TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered198
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,647
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10403
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES
Insurance broker organization code?5
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,687
Total amount of fees paid to insurance companyUSD $8,886
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,687
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWET
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,233
Total amount of fees paid to insurance companyUSD $11,204
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,233
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE COMMISSIONS
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered110
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,948
Total amount of fees paid to insurance companyUSD $7,063
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE COMMISSIONS
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,463
Total amount of fees paid to insurance companyUSD $6,059
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,463
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE COMMISSIONS
Insurance broker organization code?7
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,285
Total amount of fees paid to insurance companyUSD $6,531
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29145
Policy instance 1
Insurance contract or identification number29145
Number of Individuals Covered226
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,407
Total amount of fees paid to insurance companyUSD $7,589
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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