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R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameR.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.F. MACDONALD COMPANY has sponsored the creation of one or more 401k plans.

Company Name:R.F. MACDONALD COMPANY
Employer identification number (EIN):941562199
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES MACDONALD JAMES MACDONALD2018-07-25
0022016-01-01JAMES MACDONALD
0022015-01-01JAMES MACDONALD
0022014-01-01JAMES MACDONALD
0022013-01-01JAMES MACDONALD
0022012-01-01PATRICIA FUETSCH PATRICIA FUETSCH2013-10-10
0022011-01-01JAMES T. MACDONALD PATRICIA A. FUETSCH2012-09-06
0022010-01-01PATRICIA FUETSCH PATRICIA FUETSCH2011-08-03
0022009-01-01PATRICIAFUETSCH
0022009-01-01

Plan Statistics for R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01249
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01324
Number of participants with account balances2022-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01310
Number of participants with account balances2021-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01337
Number of participants with account balances2020-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01312
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01328
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01284
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01276
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01243
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01269
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01217
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01239
Number of participants with account balances2014-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01232
Total number of active participants reported on line 7a of the Form 55002013-01-01202
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01241
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01214
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01197
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01204
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01193
Number of participants with account balances2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01186
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,279,197
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$617,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$535,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,272,085
Value of total assets at end of year2022-12-31$37,429,420
Value of total assets at beginning of year2022-12-31$41,325,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,828
Total interest from all sources2022-12-31$1,017
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,184,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,184,484
Administrative expenses professional fees incurred2022-12-31$18,931
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,398,710
Participant contributions at end of year2022-12-31$23,320
Participant contributions at beginning of year2022-12-31$24,813
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,896,305
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,429,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,325,725
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$42,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,693,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,951,664
Interest on participant loans2022-12-31$1,017
Value of interest in common/collective trusts at end of year2022-12-31$3,712,511
Value of interest in common/collective trusts at beginning of year2022-12-31$3,349,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,736,783
Net investment gain or loss from common/collective trusts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$833,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$535,280
Contract administrator fees2022-12-31$20,683
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 name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,808,585
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,565,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,473,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,874,681
Value of total assets at end of year2021-12-31$41,325,725
Value of total assets at beginning of year2021-12-31$41,082,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,984
Total interest from all sources2021-12-31$1,100
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,522,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,522,653
Administrative expenses professional fees incurred2021-12-31$20,478
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,109,639
Participant contributions at end of year2021-12-31$24,813
Participant contributions at beginning of year2021-12-31$27,204
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,835
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$243,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,325,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,082,714
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$46,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,951,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,699,986
Interest on participant loans2021-12-31$1,100
Value of interest in common/collective trusts at end of year2021-12-31$3,349,248
Value of interest in common/collective trusts at beginning of year2021-12-31$4,355,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,410,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$721,207
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,473,590
Contract administrator fees2021-12-31$25,375
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 name2021-12-31MAYER HOFFMAN MCCANN PC.
Accountancy firm EIN2021-12-31431947695
2020 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$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$7,842,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,410,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,322,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,286,518
Value of total assets at end of year2020-12-31$41,082,714
Value of total assets at beginning of year2020-12-31$39,651,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,210
Total interest from all sources2020-12-31$1,317
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,254,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,254,837
Administrative expenses professional fees incurred2020-12-31$18,679
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,366,047
Participant contributions at end of year2020-12-31$27,204
Participant contributions at beginning of year2020-12-31$34,020
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,629
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$1,431,587
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,082,714
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,651,127
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$47,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,699,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,140,216
Interest on participant loans2020-12-31$1,317
Value of interest in common/collective trusts at end of year2020-12-31$4,355,524
Value of interest in common/collective trusts at beginning of year2020-12-31$4,699,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,299,605
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$874,842
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$777,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,322,480
Contract administrator fees2020-12-31$22,013
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 name2020-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2020-12-31942290202
2019 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,041,542
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,235,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,151,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,723,833
Value of total assets at end of year2019-12-31$39,651,127
Value of total assets at beginning of year2019-12-31$37,844,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,619
Total interest from all sources2019-12-31$1,947
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,339,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,339,990
Administrative expenses professional fees incurred2019-12-31$18,679
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,941,315
Participant contributions at end of year2019-12-31$34,020
Participant contributions at beginning of year2019-12-31$56,717
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,138
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$1,806,227
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,651,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,844,900
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$32,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,140,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,885,375
Interest on participant loans2019-12-31$1,947
Value of interest in common/collective trusts at end of year2019-12-31$4,699,511
Value of interest in common/collective trusts at beginning of year2019-12-31$6,088,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,975,772
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$777,380
Employer contributions (assets) at end of year2019-12-31$777,380
Employer contributions (assets) at beginning of year2019-12-31$809,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,151,696
Contract administrator fees2019-12-31$32,801
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 name2019-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2019-12-31942290202
2018 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,592,171
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,237,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,128,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,872,531
Value of total assets at end of year2018-12-31$37,844,900
Value of total assets at beginning of year2018-12-31$39,489,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,935
Total interest from all sources2018-12-31$2,261
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,549,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,549,459
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,956,786
Participant contributions at end of year2018-12-31$56,717
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$572
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,805
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$72,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,644,969
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,844,900
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,489,869
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$90,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,885,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,023,799
Interest on participant loans2018-12-31$2,261
Value of interest in common/collective trusts at end of year2018-12-31$6,088,811
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,896,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,896,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,832,080
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$809,940
Employer contributions (assets) at end of year2018-12-31$809,940
Employer contributions (assets) at beginning of year2018-12-31$1,496,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,128,205
Contract administrator fees2018-12-31$18,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2018-12-31942290202
2017 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,980,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,802,123
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,185,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,087,056
Expenses. Certain deemed distributions of participant loans2017-12-31$11,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,356,315
Value of total assets at end of year2017-12-31$39,489,869
Value of total assets at beginning of year2017-12-31$29,893,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,502
Total interest from all sources2017-12-31$2,241
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,085,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,085,363
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,802,416
Participant contributions at end of year2017-12-31$572
Participant contributions at beginning of year2017-12-31$50,509
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,472
Assets. Loans (other than to participants) at end of year2017-12-31$72,656
Assets. Loans (other than to participants) at beginning of year2017-12-31$42,003
Administrative expenses (other) incurred2017-12-31$1,923
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$6,616,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,489,869
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,893,262
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$84,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,023,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,174,610
Interest on participant loans2017-12-31$2,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,896,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,264,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,264,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,358,204
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$1,496,427
Employer contributions (assets) at end of year2017-12-31$1,496,427
Employer contributions (assets) at beginning of year2017-12-31$1,361,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,087,056
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 name2017-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2017-12-31942290202
2016 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,765,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$962,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$883,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,022,936
Value of total assets at end of year2016-12-31$29,893,262
Value of total assets at beginning of year2016-12-31$26,089,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,207
Total interest from all sources2016-12-31$2,222
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$668,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$668,668
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,650,748
Participant contributions at end of year2016-12-31$50,509
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,428
Assets. Loans (other than to participants) at end of year2016-12-31$42,003
Assets. Loans (other than to participants) at beginning of year2016-12-31$72,102
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,803,633
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,893,262
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,089,629
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$66,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,174,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,728,674
Interest on participant loans2016-12-31$2,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,264,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$641,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$641,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,072,025
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$1,361,760
Employer contributions (assets) at end of year2016-12-31$1,361,560
Employer contributions (assets) at beginning of year2016-12-31$647,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$883,011
Contract administrator fees2016-12-31$12,886
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 name2016-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2016-12-31942290202
2015 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,480,142
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,168,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,089,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,297,694
Value of total assets at end of year2015-12-31$26,089,629
Value of total assets at beginning of year2015-12-31$25,778,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,668
Total interest from all sources2015-12-31$4,880
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$973,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$973,807
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,638,237
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,064
Assets. Loans (other than to participants) at end of year2015-12-31$72,102
Assets. Loans (other than to participants) at beginning of year2015-12-31$168,555
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$311,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,089,629
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,778,212
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$72,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,728,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,752,851
Interest on participant loans2015-12-31$4,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$641,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$622,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$622,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-796,239
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$647,393
Employer contributions (assets) at end of year2015-12-31$647,393
Employer contributions (assets) at beginning of year2015-12-31$1,234,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,089,057
Contract administrator fees2015-12-31$6,774
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 name2015-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2015-12-31942290202
2014 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,435,319
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$876,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$793,346
Expenses. Certain deemed distributions of participant loans2014-12-31$3,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,864,541
Value of total assets at end of year2014-12-31$25,778,212
Value of total assets at beginning of year2014-12-31$22,219,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,357
Total interest from all sources2014-12-31$9,535
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$940,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$940,493
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,630,317
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$168,555
Assets. Loans (other than to participants) at beginning of year2014-12-31$303,007
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,559,020
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,778,212
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,219,192
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$75,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,752,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,113,189
Interest on participant loans2014-12-31$9,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$622,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$609,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$609,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$620,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,234,224
Employer contributions (assets) at end of year2014-12-31$1,234,187
Employer contributions (assets) at beginning of year2014-12-31$1,193,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$793,346
Contract administrator fees2014-12-31$4,158
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 name2014-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2014-12-31942290202
2013 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$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$5,532,951
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,620,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,584,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,865,002
Value of total assets at end of year2013-12-31$22,219,192
Value of total assets at beginning of year2013-12-31$18,307,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,970
Total interest from all sources2013-12-31$638,434
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,029,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,029,515
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,571,727
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$99,994
Assets. Loans (other than to participants) at end of year2013-12-31$303,007
Assets. Loans (other than to participants) at beginning of year2013-12-31$444,891
Administrative expenses (other) incurred2013-12-31$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$3,912,115
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,219,192
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,307,077
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
Investment advisory and management fees2013-12-31$30,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,113,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,818,394
Interest on participant loans2013-12-31$15,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$609,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$954,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$954,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$623,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,193,281
Employer contributions (assets) at end of year2013-12-31$1,193,281
Employer contributions (assets) at beginning of year2013-12-31$1,089,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,584,866
Contract administrator fees2013-12-31$5,394
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 name2013-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2013-12-31942290202
2012 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$5,037,267
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,351,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,276,027
Expenses. Certain deemed distributions of participant loans2012-12-31$23,807
Value of total corrective distributions2012-12-31$20,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,581,586
Value of total assets at end of year2012-12-31$18,307,077
Value of total assets at beginning of year2012-12-31$14,621,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,770
Total interest from all sources2012-12-31$352,376
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,485,017
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,680
Assets. Loans (other than to participants) at end of year2012-12-31$444,891
Assets. Loans (other than to participants) at beginning of year2012-12-31$511,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,305
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,685,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,307,077
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,621,659
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
Investment advisory and management fees2012-12-31$29,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,818,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,800,542
Income. Interest from loans (other than to participants)2012-12-31$21,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$954,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$330,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,309,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,103,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,087,889
Employer contributions (assets) at end of year2012-12-31$1,089,495
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,276,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2012-12-31942290202
2011 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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$1,850,016
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$282,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$281,137
Expenses. Certain deemed distributions of participant loans2011-12-31$-500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,154,686
Value of total assets at end of year2011-12-31$14,621,659
Value of total assets at beginning of year2011-12-31$13,054,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,211
Total interest from all sources2011-12-31$73,895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$163,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$163,973
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,206,018
Participant contributions at end of year2011-12-31$511,208
Participant contributions at beginning of year2011-12-31$361,500
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$496,653
Other income not declared elsewhere2011-12-31$7,572
Administrative expenses (other) incurred2011-12-31$2,211
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$1,567,168
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,621,659
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,054,491
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$10,800,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,352,156
Interest on participant loans2011-12-31$21,067
Interest earned on other investments2011-12-31$52,697
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,340,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,309,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-558,213
Net investment gain or loss from common/collective trusts2011-12-31$8,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$452,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$281,137
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 name2011-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2011-12-31942290202
2010 : R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,407,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$499,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$479,884
Expenses. Certain deemed distributions of participant loans2010-12-31$1,868
Value of total corrective distributions2010-12-31$15,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,997,194
Value of total assets at end of year2010-12-31$13,054,491
Value of total assets at beginning of year2010-12-31$10,146,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,700
Total interest from all sources2010-12-31$13,817
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$116,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$116,824
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,144,522
Participant contributions at end of year2010-12-31$361,500
Participant contributions at beginning of year2010-12-31$228,646
Administrative expenses (other) incurred2010-12-31$1,700
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$2,908,365
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,054,491
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,146,126
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$11,352,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,594,675
Interest on participant loans2010-12-31$13,817
Value of interest in common/collective trusts at end of year2010-12-31$1,340,835
Value of interest in common/collective trusts at beginning of year2010-12-31$1,322,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,242,373
Net investment gain or loss from common/collective trusts2010-12-31$37,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$852,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$479,884
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 name2010-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2010-12-31942290202

Form 5500 Responses for R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN

2022: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040956
Policy instance 1
Insurance contract or identification number040956
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040956
Policy instance 1
Insurance contract or identification number040956
Number of Individuals Covered204
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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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