MEYERS NAVE, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001
Measure | Date | Value |
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2022: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 45 |
Total of all active and inactive participants | 2022-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 128 |
Number of participants with account balances | 2022-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 39 |
Total of all active and inactive participants | 2021-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 118 |
Number of participants with account balances | 2021-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 32 |
Total of all active and inactive participants | 2020-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 114 |
Number of participants with account balances | 2020-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 36 |
Total of all active and inactive participants | 2019-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 111 |
Number of participants with account balances | 2019-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 36 |
Total of all active and inactive participants | 2018-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 118 |
Number of participants with account balances | 2018-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 38 |
Total of all active and inactive participants | 2017-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 114 |
Number of participants with account balances | 2017-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 50 |
Total of all active and inactive participants | 2016-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 129 |
Number of participants with account balances | 2016-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 47 |
Total of all active and inactive participants | 2015-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 126 |
Number of participants with account balances | 2015-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 36 |
Total of all active and inactive participants | 2014-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 114 |
Number of participants with account balances | 2014-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 33 |
Total of all active and inactive participants | 2013-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 112 |
Number of participants with account balances | 2013-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 107 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 118 |
Number of participants with account balances | 2011-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 29 |
Total of all active and inactive participants | 2010-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 116 |
Number of participants with account balances | 2010-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
Total of all active and inactive participants | 2009-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 117 |
Number of participants with account balances | 2009-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $172,458 |
Total transfer of assets from this plan | 2022-12-31 | $132,016 |
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 | $-2,678,325 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,269,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,213,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,452,051 |
Value of total assets at end of year | 2022-12-31 | $20,821,894 |
Value of total assets at beginning of year | 2022-12-31 | $25,729,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $56,542 |
Total interest from all sources | 2022-12-31 | $5,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $808,310 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $808,310 |
Administrative expenses professional fees incurred | 2022-12-31 | $7,300 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $852,051 |
Participant contributions at end of year | 2022-12-31 | $106,608 |
Participant contributions at beginning of year | 2022-12-31 | $144,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,948,077 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,821,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,729,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $38,493 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,789,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,473,399 |
Interest on participant loans | 2022-12-31 | $5,107 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $926,051 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,112,084 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,943,793 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,213,210 |
Contract administrator fees | 2022-12-31 | $10,749 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $9,074 |
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 | $4,260,321 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $800,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $735,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,455,344 |
Value of total assets at end of year | 2021-12-31 | $25,729,529 |
Value of total assets at beginning of year | 2021-12-31 | $22,260,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,513 |
Total interest from all sources | 2021-12-31 | $7,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $836,620 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $836,620 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $887,938 |
Participant contributions at end of year | 2021-12-31 | $144,046 |
Participant contributions at beginning of year | 2021-12-31 | $179,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $175,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,460,174 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,729,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,260,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $38,917 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $24,473,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,256,867 |
Interest on participant loans | 2021-12-31 | $7,297 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,112,084 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,823,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,961,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $392,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $735,634 |
Contract administrator fees | 2021-12-31 | $25,596 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $455,396 |
Total transfer of assets from this plan | 2020-12-31 | $1,067,265 |
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 | $3,576,501 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,866,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,812,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $807,697 |
Value of total assets at end of year | 2020-12-31 | $22,260,281 |
Value of total assets at beginning of year | 2020-12-31 | $21,162,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $54,402 |
Total interest from all sources | 2020-12-31 | $9,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $713,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $713,934 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $796,543 |
Participant contributions at end of year | 2020-12-31 | $179,528 |
Participant contributions at beginning of year | 2020-12-31 | $176,744 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $11,154 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,709,950 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,260,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,162,200 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $36,275 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,256,867 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $19,527,839 |
Interest on participant loans | 2020-12-31 | $9,845 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,823,886 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,457,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,045,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,812,149 |
Contract administrator fees | 2020-12-31 | $18,127 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SHEA LABAGH DOBBERSTEIN, CPAS |
Accountancy firm EIN | 2020-12-31 | 942290202 |
2019 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $728,087 |
Total transfer of assets to this plan | 2019-12-31 | $728,087 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 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 | $4,362,922 |
Total income from all sources (including contributions) | 2019-12-31 | $4,362,922 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,226,975 |
Total of all expenses incurred | 2019-12-31 | $2,226,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,169,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,169,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $916,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $916,153 |
Value of total assets at end of year | 2019-12-31 | $21,162,200 |
Value of total assets at end of year | 2019-12-31 | $21,162,200 |
Value of total assets at beginning of year | 2019-12-31 | $18,298,166 |
Value of total assets at beginning of year | 2019-12-31 | $18,298,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $57,413 |
Total interest from all sources | 2019-12-31 | $12,075 |
Total interest from all sources | 2019-12-31 | $12,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $547,370 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $547,370 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $547,370 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $547,370 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,004 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,004 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $803,139 |
Contributions received from participants | 2019-12-31 | $803,139 |
Participant contributions at end of year | 2019-12-31 | $176,744 |
Participant contributions at end of year | 2019-12-31 | $176,744 |
Participant contributions at beginning of year | 2019-12-31 | $248,832 |
Participant contributions at beginning of year | 2019-12-31 | $248,832 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $113,014 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,135,947 |
Value of net income/loss | 2019-12-31 | $2,135,947 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,162,200 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,162,200 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,298,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,298,166 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $36,367 |
Investment advisory and management fees | 2019-12-31 | $36,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $19,527,839 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $19,527,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,408,888 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,408,888 |
Interest on participant loans | 2019-12-31 | $12,075 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,457,617 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,457,617 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,360,148 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,360,148 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,887,324 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,887,324 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $280,298 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $280,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,169,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,169,562 |
Contract administrator fees | 2019-12-31 | $15,042 |
Contract administrator fees | 2019-12-31 | $15,042 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SHEA LABAGH DOBBERSTEIN, CPAS |
Accountancy firm name | 2019-12-31 | SHEA LABAGH DOBBERSTEIN, CPAS |
Accountancy firm EIN | 2019-12-31 | 942290202 |
Accountancy firm EIN | 2019-12-31 | 942290202 |
2018 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $-81,155 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,121,184 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,074,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $967,269 |
Value of total assets at end of year | 2018-12-31 | $18,298,166 |
Value of total assets at beginning of year | 2018-12-31 | $19,500,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $46,693 |
Total interest from all sources | 2018-12-31 | $13,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $575,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $575,347 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,944 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $776,356 |
Participant contributions at end of year | 2018-12-31 | $248,832 |
Participant contributions at beginning of year | 2018-12-31 | $293,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,202,339 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,298,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,500,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $35,591 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $16,408,888 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,085,488 |
Interest on participant loans | 2018-12-31 | $13,602 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,360,148 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $845,449 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,637,373 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $190,788 |
Employer contributions (assets) at end of year | 2018-12-31 | $280,298 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $275,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,074,491 |
Contract administrator fees | 2018-12-31 | $9,158 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SHEA LABAGH DOBBERSTEIN |
Accountancy firm EIN | 2018-12-31 | 942290202 |
2017 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $100,404 |
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 | $3,265,405 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,802,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,794,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,148,975 |
Value of total assets at end of year | 2017-12-31 | $19,500,505 |
Value of total assets at beginning of year | 2017-12-31 | $20,937,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,808 |
Total interest from all sources | 2017-12-31 | $14,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $370,687 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $370,687 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $718,962 |
Participant contributions at end of year | 2017-12-31 | $293,615 |
Participant contributions at beginning of year | 2017-12-31 | $368,513 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $33,316 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $330,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $154,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-1,537,144 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,500,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,937,245 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $2,037 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,085,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $14,502 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $845,449 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $19,928,483 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,731,241 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $275,953 |
Employer contributions (assets) at end of year | 2017-12-31 | $275,953 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $276,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,794,741 |
Contract administrator fees | 2017-12-31 | $5,771 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SHEA LABAGH DOBBERSTEIN |
Accountancy firm EIN | 2017-12-31 | 942290202 |
2016 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $553,482 |
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 | $2,300,751 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,552,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,544,971 |
Value of total corrective distributions | 2016-12-31 | $1,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,026,292 |
Value of total assets at end of year | 2016-12-31 | $20,937,245 |
Value of total assets at beginning of year | 2016-12-31 | $19,635,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,727 |
Total interest from all sources | 2016-12-31 | $13,506 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $687,116 |
Participant contributions at end of year | 2016-12-31 | $368,513 |
Participant contributions at beginning of year | 2016-12-31 | $370,053 |
Participant contributions at end of year | 2016-12-31 | $33,316 |
Participant contributions at beginning of year | 2016-12-31 | $50,368 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $330,436 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $256,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $62,679 |
Other income not declared elsewhere | 2016-12-31 | $27,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $748,696 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,937,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,635,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $5,727 |
Interest on participant loans | 2016-12-31 | $13,506 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $19,928,483 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $18,686,598 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,233,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $276,497 |
Employer contributions (assets) at end of year | 2016-12-31 | $276,497 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $272,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,544,971 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SHEA LABAGH DOBBERSTEIN |
Accountancy firm EIN | 2016-12-31 | 942290202 |
2015 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $404,897 |
Total income from all sources | 2015-12-31 | $784,720 |
Expenses. Total of all expenses incurred | 2015-12-31 | $928,451 |
Benefits paid (including direct rollovers) | 2015-12-31 | $850,569 |
Total plan assets at end of year | 2015-12-31 | $19,635,067 |
Total plan assets at beginning of year | 2015-12-31 | $19,373,901 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $584,563 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $47,093 |
Other income received | 2015-12-31 | $-118,967 |
Net income (gross income less expenses) | 2015-12-31 | $-143,731 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $19,635,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,373,901 |
Assets. Value of participant loans | 2015-12-31 | $342,582 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $272,031 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $75,813 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,069 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $1,832,984 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,229,330 |
Benefits paid (including direct rollovers) | 2014-12-31 | $819,382 |
Total plan assets at end of year | 2014-12-31 | $19,106,116 |
Total plan assets at beginning of year | 2014-12-31 | $18,502,462 |
Total contributions received or receivable from participants | 2014-12-31 | $556,860 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $409,459 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $1,276,124 |
Net income (gross income less expenses) | 2014-12-31 | $603,654 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $19,106,116 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,502,462 |
Assets. Value of participant loans | 2014-12-31 | $428,912 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $489 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $1,001,791 |
Total income from all sources | 2013-12-31 | $2,747,527 |
Expenses. Total of all expenses incurred | 2013-12-31 | $617,955 |
Benefits paid (including direct rollovers) | 2013-12-31 | $610,148 |
Total plan assets at end of year | 2013-12-31 | $18,502,462 |
Total plan assets at beginning of year | 2013-12-31 | $15,371,099 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $591,536 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $879 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $2,113,325 |
Net income (gross income less expenses) | 2013-12-31 | $2,129,572 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $18,502,462 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,371,099 |
Assets. Value of participant loans | 2013-12-31 | $372,500 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $42,666 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $6,928 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $40,187 |
Total income from all sources | 2012-12-31 | $2,210,309 |
Expenses. Total of all expenses incurred | 2012-12-31 | $995,338 |
Benefits paid (including direct rollovers) | 2012-12-31 | $966,566 |
Total plan assets at end of year | 2012-12-31 | $15,371,099 |
Total plan assets at beginning of year | 2012-12-31 | $14,115,941 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $614,925 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $1,174,620 |
Net income (gross income less expenses) | 2012-12-31 | $1,214,971 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $15,371,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,115,941 |
Assets. Value of participant loans | 2012-12-31 | $304,892 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $420,764 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $28,772 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $83,966 |
Total income from all sources | 2011-12-31 | $1,175,258 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,021,216 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,021,047 |
Total plan assets at end of year | 2011-12-31 | $14,115,941 |
Total plan assets at beginning of year | 2011-12-31 | $14,877,933 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $723,898 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,166 |
Other income received | 2011-12-31 | $146,739 |
Net income (gross income less expenses) | 2011-12-31 | $-845,958 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $14,115,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,877,933 |
Assets. Value of participant loans | 2011-12-31 | $318,681 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $300,455 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $169 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $16,374 |
Total income from all sources | 2010-12-31 | $2,044,509 |
Expenses. Total of all expenses incurred | 2010-12-31 | $514,797 |
Benefits paid (including direct rollovers) | 2010-12-31 | $511,636 |
Total plan assets at end of year | 2010-12-31 | $14,316,075 |
Total plan assets at beginning of year | 2010-12-31 | $12,769,989 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $785,781 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $106 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $24,031 |
Other income received | 2010-12-31 | $1,234,697 |
Net income (gross income less expenses) | 2010-12-31 | $1,529,712 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $14,316,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,769,989 |
Assets. Value of participant loans | 2010-12-31 | $286,425 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $3,055 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |