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MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameMARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

MARK THOMAS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK THOMAS & COMPANY, INC.
Employer identification number (EIN):941451490
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about MARK THOMAS & COMPANY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1959-06-29
Company Identification Number: C0378336
Legal Registered Office Address: Fox Rothschild, Llp, 345 California St., Suite 2200

San Francisco
United States of America (USA)
94104

More information about MARK THOMAS & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01ZACHARY SIVIGLIA2021-10-05
0012019-01-01ROBERT HIMES2020-10-13
0012018-01-01ROBERT HIMES2019-10-10
0012017-01-01
0012016-01-01ROBERT HIMES
0012015-01-01ROBERT HIMES
0012014-01-01MENKE
0012013-01-01ROBERT HIMES
0012012-01-01MICHAEL J. LOHMAN
0012011-01-01MICHAEL J. LOHMAN
0012010-01-01MICHAEL J. LOHMAN
0012009-01-01RICHARD TANAKA

Plan Statistics for MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01333
Total number of active participants reported on line 7a of the Form 55002022-01-01266
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01295
Number of participants with account balances2022-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01253
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01229
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01217
Number of participants with account balances2019-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01295
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01262
Number of participants with account balances2016-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01273
Total number of active participants reported on line 7a of the Form 55002015-01-01124
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01261
Number of participants with account balances2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01255
Number of participants with account balances2014-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01236
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01226
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01285
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01224
Number of participants with account balances2011-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01285
Total number of active participants reported on line 7a of the Form 55002010-01-01156
Number of retired or separated participants receiving benefits2010-01-0121
Number of other retired or separated participants entitled to future benefits2010-01-0184
Total of all active and inactive participants2010-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01265
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0135
2009: MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01278
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01268
Number of participants with account balances2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$921,062
Total unrealized appreciation/depreciation of assets2022-12-31$921,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,225,803
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,017,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,017,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,300,000
Value of total assets at end of year2022-12-31$26,253,373
Value of total assets at beginning of year2022-12-31$24,044,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35
Total interest from all sources2022-12-31$4,741
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$35
Total non interest bearing cash at end of year2022-12-31$3,087,540
Total non interest bearing cash at beginning of year2022-12-31$4,386,561
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$2,208,498
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,252,805
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,044,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,562,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,561,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,561,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$18,300,068
Assets. Invements in employer securities at beginning of year2022-12-31$18,096,722
Contributions received in cash from employer2022-12-31$2,300,000
Employer contributions (assets) at end of year2022-12-31$2,300,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,017,270
Liabilities. Value of benefit claims payable at end of year2022-12-31$568
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2022-12-31232846715
2021 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,878,796
Total unrealized appreciation/depreciation of assets2021-12-31$4,878,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,879,252
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,222,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,222,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$24,044,307
Value of total assets at beginning of year2021-12-31$21,387,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$456
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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
Total non interest bearing cash at end of year2021-12-31$4,386,561
Total non interest bearing cash at beginning of year2021-12-31$2,020,876
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$2,656,421
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,044,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,387,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,561,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,560,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,560,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$18,096,722
Assets. Invements in employer securities at beginning of year2021-12-31$15,306,442
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,222,831
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 name2021-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2021-12-31232846715
2020 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,899,368
Total unrealized appreciation/depreciation of assets2020-12-31$2,899,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,400,740
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,277,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,276,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,500,000
Value of total assets at end of year2020-12-31$21,387,886
Value of total assets at beginning of year2020-12-31$17,264,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50
Total interest from all sources2020-12-31$1,372
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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
Administrative expenses (other) incurred2020-12-31$50
Total non interest bearing cash at end of year2020-12-31$2,020,876
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,123,736
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,387,886
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,264,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,560,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,710,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,710,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,372
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
Assets. Invements in employer securities at end of year2020-12-31$15,306,442
Assets. Invements in employer securities at beginning of year2020-12-31$12,953,617
Contributions received in cash from employer2020-12-31$2,500,000
Employer contributions (assets) at end of year2020-12-31$2,500,000
Employer contributions (assets) at beginning of year2020-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,276,954
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2020-12-31232846715
2019 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,963,007
Total unrealized appreciation/depreciation of assets2019-12-31$2,963,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,937
Total income from all sources (including contributions)2019-12-31$4,566,938
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,250,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,250,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,600,000
Value of total assets at end of year2019-12-31$17,264,150
Value of total assets at beginning of year2019-12-31$13,977,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$3,931
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Total non interest bearing cash at beginning of year2019-12-31$11,360
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$3,316,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,264,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,947,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,710,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,775,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,775,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,931
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
Assets. Invements in employer securities at end of year2019-12-31$12,953,617
Assets. Invements in employer securities at beginning of year2019-12-31$9,990,611
Contributions received in cash from employer2019-12-31$1,600,000
Employer contributions (assets) at end of year2019-12-31$1,600,000
Employer contributions (assets) at beginning of year2019-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,250,681
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$29,937
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31T. WAYNE OWENS & ASSOCIATES, PC
Accountancy firm EIN2019-12-31274402511
2018 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,644,758
Total unrealized appreciation/depreciation of assets2018-12-31$1,644,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,381
Total income from all sources (including contributions)2018-12-31$2,849,122
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,922,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,922,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,200,000
Value of total assets at end of year2018-12-31$13,977,830
Value of total assets at beginning of year2018-12-31$13,025,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,364
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$11,360
Total non interest bearing cash at beginning of year2018-12-31$1,028,781
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$926,724
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,947,893
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,021,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,775,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,750,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,750,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,364
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
Assets. Invements in employer securities at end of year2018-12-31$9,990,611
Assets. Invements in employer securities at beginning of year2018-12-31$8,345,853
Contributions received in cash from employer2018-12-31$1,200,000
Employer contributions (assets) at end of year2018-12-31$1,200,000
Employer contributions (assets) at beginning of year2018-12-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,922,398
Liabilities. Value of benefit claims payable at end of year2018-12-31$29,937
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,381
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31T. WAYNE OWENS & ASSOCIATES, PC
Accountancy firm EIN2018-12-31274402511
2017 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,006,995
Total unrealized appreciation/depreciation of assets2017-12-31$1,006,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$264,779
Total income from all sources (including contributions)2017-12-31$1,909,540
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,017,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,017,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$900,000
Value of total assets at end of year2017-12-31$13,025,550
Value of total assets at beginning of year2017-12-31$14,393,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20
Total interest from all sources2017-12-31$2,545
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$20
Total non interest bearing cash at end of year2017-12-31$1,028,781
Total non interest bearing cash at beginning of year2017-12-31$3,331,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,107,585
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,021,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,128,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,750,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,748,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,748,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,545
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
Assets. Invements in employer securities at end of year2017-12-31$8,345,853
Assets. Invements in employer securities at beginning of year2017-12-31$7,338,857
Contributions received in cash from employer2017-12-31$900,000
Employer contributions (assets) at end of year2017-12-31$900,000
Employer contributions (assets) at beginning of year2017-12-31$975,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,017,105
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,381
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$264,779
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31T. WAYNE OWENS AND ASSOCIATES, PC
Accountancy firm EIN2017-12-31274402511
2016 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,504,389
Total unrealized appreciation/depreciation of assets2016-12-31$1,504,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$264,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$340,305
Total income from all sources (including contributions)2016-12-31$2,493,931
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$842,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$830,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$987,619
Value of total assets at end of year2016-12-31$14,393,533
Value of total assets at beginning of year2016-12-31$12,817,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,639
Total interest from all sources2016-12-31$1,923
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$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$12,639
Total non interest bearing cash at end of year2016-12-31$3,331,284
Total non interest bearing cash at beginning of year2016-12-31$3,636,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,651,191
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,128,754
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,477,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,748,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,746,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,746,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,923
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
Assets. Invements in employer securities at end of year2016-12-31$7,338,857
Assets. Invements in employer securities at beginning of year2016-12-31$5,834,468
Contributions received in cash from employer2016-12-31$987,619
Employer contributions (assets) at end of year2016-12-31$975,000
Employer contributions (assets) at beginning of year2016-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$830,101
Liabilities. Value of benefit claims payable at end of year2016-12-31$264,779
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,231
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$332,074
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$915,451
Total unrealized appreciation/depreciation of assets2015-12-31$915,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$340,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$664,149
Total income from all sources (including contributions)2015-12-31$1,543,305
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$614,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$589,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$625,238
Value of total assets at end of year2015-12-31$12,817,868
Value of total assets at beginning of year2015-12-31$12,213,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,238
Total interest from all sources2015-12-31$2,616
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$25,238
Total non interest bearing cash at end of year2015-12-31$3,636,912
Total non interest bearing cash at beginning of year2015-12-31$3,950,259
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$928,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,477,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,549,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,746,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,743,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,743,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,616
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
Assets. Invements in employer securities at end of year2015-12-31$5,834,468
Assets. Invements in employer securities at beginning of year2015-12-31$4,919,018
Contributions received in cash from employer2015-12-31$625,238
Employer contributions (assets) at end of year2015-12-31$600,000
Employer contributions (assets) at beginning of year2015-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$589,504
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,231
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$332,074
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$664,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,989,747
Total unrealized appreciation/depreciation of assets2014-12-31$-1,989,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$664,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$-1,387,005
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$405,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$388,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$600,000
Value of total assets at end of year2014-12-31$12,213,149
Value of total assets at beginning of year2014-12-31$13,341,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,952
Total interest from all sources2014-12-31$2,742
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$16,952
Total non interest bearing cash at end of year2014-12-31$3,950,259
Total non interest bearing cash at beginning of year2014-12-31$3,788,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,792,888
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,549,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,341,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,743,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,741,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,741,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,742
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
Assets. Invements in employer securities at end of year2014-12-31$4,919,018
Assets. Invements in employer securities at beginning of year2014-12-31$5,912,542
Contributions received in cash from employer2014-12-31$600,000
Employer contributions (assets) at end of year2014-12-31$600,000
Employer contributions (assets) at beginning of year2014-12-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$388,931
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$664,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-666,658
Total unrealized appreciation/depreciation of assets2013-12-31$-666,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$236,082
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$401,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$401,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$900,000
Value of total assets at end of year2013-12-31$13,341,888
Value of total assets at beginning of year2013-12-31$13,507,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,740
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at end of year2013-12-31$3,788,216
Total non interest bearing cash at beginning of year2013-12-31$3,339,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-165,226
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,341,888
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,507,114
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,741,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,738,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,738,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,740
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
Assets. Invements in employer securities at end of year2013-12-31$5,912,542
Assets. Invements in employer securities at beginning of year2013-12-31$6,579,200
Contributions received in cash from employer2013-12-31$900,000
Employer contributions (assets) at end of year2013-12-31$900,000
Employer contributions (assets) at beginning of year2013-12-31$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$401,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BERGER/LEWIS ACCOUNTANCY CORP.
Accountancy firm EIN2013-12-31942763189
2012 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-890,762
Total unrealized appreciation/depreciation of assets2012-12-31$-890,762
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$0
Total income from all sources (including contributions)2012-12-31$-36,902
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$234,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$850,000
Value of total assets at end of year2012-12-31$13,507,114
Value of total assets at beginning of year2012-12-31$13,778,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,860
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$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$3,339,524
Total non interest bearing cash at beginning of year2012-12-31$2,574,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-271,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,507,114
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,778,991
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,738,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,734,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,734,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,860
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
Assets. Invements in employer securities at end of year2012-12-31$6,579,200
Assets. Invements in employer securities at beginning of year2012-12-31$7,469,962
Contributions received in cash from employer2012-12-31$850,000
Employer contributions (assets) at end of year2012-12-31$850,000
Employer contributions (assets) at beginning of year2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERGER/LEWIS ACCOUNTANCY CORP.
Accountancy firm EIN2012-12-31942763189
2011 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-227,188
Total unrealized appreciation/depreciation of assets2011-12-31$-227,188
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$780,511
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,075,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,075,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,000,000
Value of total assets at end of year2011-12-31$13,778,991
Value of total assets at beginning of year2011-12-31$15,074,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$7,699
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$77,000
Total non interest bearing cash at end of year2011-12-31$2,574,500
Total non interest bearing cash at beginning of year2011-12-31$1,217,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,295,103
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,778,991
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,074,094
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,734,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,726,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,726,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$7,469,962
Assets. Invements in employer securities at beginning of year2011-12-31$7,697,150
Contributions received in cash from employer2011-12-31$1,000,000
Employer contributions (assets) at end of year2011-12-31$1,000,000
Employer contributions (assets) at beginning of year2011-12-31$3,356,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,075,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BERGER/LEWIS ACCOUNTANCY CORP.
Accountancy firm EIN2011-12-31942763189
2010 : MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$55,512
Total unrealized appreciation/depreciation of assets2010-12-31$55,512
Total transfer of assets to this plan2010-12-31$77,000
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$3,430,964
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$425,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$425,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,356,000
Value of total assets at end of year2010-12-31$15,074,094
Value of total assets at beginning of year2010-12-31$11,991,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$19,452
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$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$77,000
Total non interest bearing cash at end of year2010-12-31$1,217,114
Total non interest bearing cash at beginning of year2010-12-31$142,681
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$3,005,398
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,074,094
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,991,696
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,726,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,707,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,707,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$7,697,150
Assets. Invements in employer securities at beginning of year2010-12-31$7,641,638
Contributions received in cash from employer2010-12-31$3,356,000
Employer contributions (assets) at end of year2010-12-31$3,356,000
Employer contributions (assets) at beginning of year2010-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$425,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BERGER/LEWIS ACCOUNTANCY CORP.
Accountancy firm EIN2010-12-31942763139

Form 5500 Responses for MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

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