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MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARSHALL ELECTRONICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSHALL ELECTRONICS, INC.
Employer identification number (EIN):953563611
NAIC Classification:423600

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01SUSAN PERRY2021-10-13
0012019-01-01SUSAN PERRY2020-10-14
0012018-01-01SUSAN PERRY2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01SANDY DUNCAN
0012012-01-01SANDY DUNCAN
0012011-01-01LEONARD SHULTZ
0012010-01-01LEONARD SHULTZ2011-07-27

Plan Statistics for MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01111
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0176
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01117
Total participants2021-01-01117
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01128
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01131
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01142
Total participants2014-01-01142
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01168
Total participants2013-01-01168
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01162
Total participants2012-01-01162
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01151
Total participants2011-01-01151
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,215,098
Total of all expenses incurred2022-12-31$319,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$278,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$626,498
Value of total assets at end of year2022-12-31$9,519,768
Value of total assets at beginning of year2022-12-31$11,054,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,061
Total interest from all sources2022-12-31$919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$307,910
Participant contributions at end of year2022-12-31$21,565
Participant contributions at beginning of year2022-12-31$5,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,534,812
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,519,768
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,054,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,085,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,656,263
Interest on participant loans2022-12-31$919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$259,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$241,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,842,515
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$318,588
Employer contributions (assets) at end of year2022-12-31$152,661
Employer contributions (assets) at beginning of year2022-12-31$148,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$278,653
Contract administrator fees2022-12-31$41,061
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 name2022-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2022-12-31860751928
2021 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
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$2,024,673
Total of all expenses incurred2021-12-31$317,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$262,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$587,153
Value of total assets at end of year2021-12-31$11,054,580
Value of total assets at beginning of year2021-12-31$9,347,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,851
Total interest from all sources2021-12-31$1,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$272,943
Participant contributions at end of year2021-12-31$5,703
Participant contributions at beginning of year2021-12-31$9,242
Participant contributions at beginning of year2021-12-31$4,236
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,278
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,707,025
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,054,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,347,555
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
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$23,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,656,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,970,417
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$1,344
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,280
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$241,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$209,820
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,436,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$314,210
Employer contributions (assets) at end of year2021-12-31$148,979
Employer contributions (assets) at beginning of year2021-12-31$150,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$262,797
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$27,820
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2021-12-31860751928
2020 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,746,271
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$611,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$564,827
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$418,262
Value of total assets at end of year2020-12-31$9,347,555
Value of total assets at beginning of year2020-12-31$8,212,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,201
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$751
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$267,702
Participant contributions at end of year2020-12-31$9,242
Participant contributions at beginning of year2020-12-31$11,968
Participant contributions at end of year2020-12-31$4,236
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$5,488
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,135,243
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,347,555
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,212,312
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$18,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,970,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,692,371
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$751
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$209,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$205,085
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,327,258
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$150,560
Employer contributions (assets) at end of year2020-12-31$150,560
Employer contributions (assets) at beginning of year2020-12-31$302,888
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$564,827
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$21,863
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2020-12-31860751928
2019 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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$7,352
Total income from all sources (including contributions)2019-12-31$2,123,497
Total of all expenses incurred2019-12-31$157,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$115,824
Value of total corrective distributions2019-12-31$273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$564,115
Value of total assets at end of year2019-12-31$8,212,312
Value of total assets at beginning of year2019-12-31$6,254,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,770
Total interest from all sources2019-12-31$275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$261,227
Participant contributions at end of year2019-12-31$11,968
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,352
Other income not declared elsewhere2019-12-31$7,352
Administrative expenses (other) incurred2019-12-31$4,947
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$1,965,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,212,312
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,246,682
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$17,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,692,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,905,842
Interest on participant loans2019-12-31$275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$205,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$181,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,551,755
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$302,888
Employer contributions (assets) at end of year2019-12-31$302,888
Employer contributions (assets) at beginning of year2019-12-31$166,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$115,824
Contract administrator fees2019-12-31$19,530
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 name2019-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2019-12-31860751928
2018 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,352
Total income from all sources (including contributions)2018-12-31$-131,278
Total of all expenses incurred2018-12-31$162,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$126,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$432,515
Value of total assets at end of year2018-12-31$6,254,034
Value of total assets at beginning of year2018-12-31$6,547,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,259
Total interest from all sources2018-12-31$416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$45,544
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$266,097
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,781
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,404,970
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,352
Administrative expenses (other) incurred2018-12-31$35,259
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-293,462
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,246,682
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,540,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,872,585
Value of interest in pooled separate accounts at end of year2018-12-31$5,905,842
Value of interest in pooled separate accounts 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$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$37,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$37,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$181,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-564,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$166,418
Employer contributions (assets) at end of year2018-12-31$166,418
Employer contributions (assets) at beginning of year2018-12-31$155,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$126,925
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$866,331
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
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$160,277
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 name2018-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2018-12-31860751928
2017 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$132,442
Total unrealized appreciation/depreciation of assets2017-12-31$132,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,322
Total income from all sources (including contributions)2017-12-31$1,078,433
Total loss/gain on sale of assets2017-12-31$15,930
Total of all expenses incurred2017-12-31$579,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$548,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$394,292
Value of total assets at end of year2017-12-31$6,547,496
Value of total assets at beginning of year2017-12-31$6,048,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,037
Total interest from all sources2017-12-31$78,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$45,544
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$43,889
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$238,426
Participant contributions at end of year2017-12-31$4,781
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,404,970
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,082,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,322
Administrative expenses (other) incurred2017-12-31$31,037
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$498,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,540,144
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,041,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,872,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,818,332
Income. Interest from corporate debt instruments2017-12-31$78,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$37,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$41,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$41,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$457,240
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$155,866
Employer contributions (assets) at end of year2017-12-31$155,866
Employer contributions (assets) at beginning of year2017-12-31$165,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$548,620
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$866,331
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$765,190
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$160,277
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$131,223
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
Aggregate proceeds on sale of assets2017-12-31$486,634
Aggregate carrying amount (costs) on sale of assets2017-12-31$470,704
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 name2017-12-31MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN2017-12-31860751928
2016 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$76,904
Total unrealized appreciation/depreciation of assets2016-12-31$76,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,322
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$750,860
Total loss/gain on sale of assets2016-12-31$35,434
Total of all expenses incurred2016-12-31$265,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$237,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$386,838
Value of total assets at end of year2016-12-31$6,048,690
Value of total assets at beginning of year2016-12-31$5,555,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,017
Total interest from all sources2016-12-31$69,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$43,889
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$44,182
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$221,143
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$277
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,082,996
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,797,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$28,017
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$485,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,041,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,555,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,818,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,340,689
Interest on participant loans2016-12-31$7
Interest earned on other investments2016-12-31$30
Income. Interest from corporate debt instruments2016-12-31$69,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$41,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$412,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$412,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,723
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$165,695
Employer contributions (assets) at end of year2016-12-31$165,695
Employer contributions (assets) at beginning of year2016-12-31$159,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$237,140
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$765,190
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$691,215
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$131,223
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$109,082
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
Aggregate proceeds on sale of assets2016-12-31$676,130
Aggregate carrying amount (costs) on sale of assets2016-12-31$640,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JONES & MALHOTRA
Accountancy firm EIN2016-12-31954668647
2015 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-28,001
Total unrealized appreciation/depreciation of assets2015-12-31$-28,001
Total income from all sources (including contributions)2015-12-31$422,874
Total loss/gain on sale of assets2015-12-31$-963
Total of all expenses incurred2015-12-31$214,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$178,038
Expenses. Certain deemed distributions of participant loans2015-12-31$8,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$377,161
Value of total assets at end of year2015-12-31$5,555,665
Value of total assets at beginning of year2015-12-31$5,346,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,447
Total interest from all sources2015-12-31$62,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$44,182
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$85,476
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,464
Participant contributions at end of year2015-12-31$277
Participant contributions at beginning of year2015-12-31$10,746
Participant contributions at beginning of year2015-12-31$2,650
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,797,920
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,617,611
Administrative expenses (other) incurred2015-12-31$27,447
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$208,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,555,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,346,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,340,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,669,680
Interest on participant loans2015-12-31$219
Income. Interest from corporate debt instruments2015-12-31$62,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$412,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$11,718
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$162,697
Employer contributions (assets) at end of year2015-12-31$159,532
Employer contributions (assets) at beginning of year2015-12-31$120,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$178,038
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$691,215
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$697,797
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$109,082
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$111,029
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
Aggregate proceeds on sale of assets2015-12-31$376,174
Aggregate carrying amount (costs) on sale of assets2015-12-31$377,137
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JONES & MALHOTRA
Accountancy firm EIN2015-12-31954668647
2014 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-7,027
Total unrealized appreciation/depreciation of assets2014-12-31$-7,027
Total income from all sources (including contributions)2014-12-31$648,274
Total loss/gain on sale of assets2014-12-31$-1,261
Total of all expenses incurred2014-12-31$1,139,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,105,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$394,895
Value of total assets at end of year2014-12-31$5,346,859
Value of total assets at beginning of year2014-12-31$5,838,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,899
Total interest from all sources2014-12-31$81,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$85,476
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$262,850
Participant contributions at end of year2014-12-31$10,746
Participant contributions at beginning of year2014-12-31$13,769
Participant contributions at end of year2014-12-31$2,650
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,617,611
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,853,405
Administrative expenses (other) incurred2014-12-31$33,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-491,224
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,346,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,838,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,669,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,818,414
Interest on participant loans2014-12-31$365
Income. Interest from corporate debt instruments2014-12-31$81,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$48,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$48,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$180,218
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,045
Employer contributions (assets) at end of year2014-12-31$120,495
Employer contributions (assets) at beginning of year2014-12-31$146,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,105,599
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$697,797
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$745,168
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$111,029
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$212,210
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
Aggregate proceeds on sale of assets2014-12-31$25,665
Aggregate carrying amount (costs) on sale of assets2014-12-31$26,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JONES & MALHOTRA
Accountancy firm EIN2014-12-31954668647
2013 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$73,236
Total unrealized appreciation/depreciation of assets2013-12-31$73,236
Total income from all sources (including contributions)2013-12-31$1,094,355
Total loss/gain on sale of assets2013-12-31$205,344
Total of all expenses incurred2013-12-31$462,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$451,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$436,953
Value of total assets at end of year2013-12-31$5,838,083
Value of total assets at beginning of year2013-12-31$5,205,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,731
Total interest from all sources2013-12-31$4,052
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$66,168
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$290,737
Participant contributions at end of year2013-12-31$13,769
Other income not declared elsewhere2013-12-31$2,033
Administrative expenses (other) incurred2013-12-31$10,731
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$632,298
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,838,083
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,205,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,818,414
Value of interest in pooled separate accounts at end of year2013-12-31$2,853,405
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,730,266
Interest on participant loans2013-12-31$348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$48,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,147,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,147,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$338,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$146,216
Employer contributions (assets) at end of year2013-12-31$146,216
Employer contributions (assets) at beginning of year2013-12-31$130,183
Income. Dividends from common stock2013-12-31$33,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$451,326
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$745,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$212,210
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$116,971
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
Aggregate proceeds on sale of assets2013-12-31$1,546,616
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,341,272
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JONES & MALHOTRA
Accountancy firm EIN2013-12-31954668647
2012 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$25,870
Total unrealized appreciation/depreciation of assets2012-12-31$25,870
Total income from all sources (including contributions)2012-12-31$835,857
Total of all expenses incurred2012-12-31$166,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$164,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,841
Value of total assets at end of year2012-12-31$5,205,785
Value of total assets at beginning of year2012-12-31$4,536,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,525
Total interest from all sources2012-12-31$9,705
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$66,168
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$123,419
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$254,658
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$669,490
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,205,785
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,536,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,730,266
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,866,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,147,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,070,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,070,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,253
Net investment gain/loss from pooled separate accounts2012-12-31$413,434
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$130,183
Employer contributions (assets) at end of year2012-12-31$130,183
Employer contributions (assets) at beginning of year2012-12-31$364,105
Income. Dividends from common stock2012-12-31$2,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$164,842
Contract administrator fees2012-12-31$1,525
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$116,971
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$99,756
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JONES & MALHOTRA
Accountancy firm EIN2012-12-31954668647
2011 : MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-17,099
Total unrealized appreciation/depreciation of assets2011-12-31$-17,099
Total income from all sources (including contributions)2011-12-31$486,363
Total of all expenses incurred2011-12-31$119,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$118,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$611,619
Value of total assets at end of year2011-12-31$4,536,295
Value of total assets at beginning of year2011-12-31$4,169,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$450
Total interest from all sources2011-12-31$11,573
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$123,419
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$160,514
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,514
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$366,997
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,536,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,169,298
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 pooled separate accounts at end of year2011-12-31$2,866,438
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,486,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,070,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,032,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,032,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,806
Net investment gain/loss from pooled separate accounts2011-12-31$-122,678
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$364,105
Employer contributions (assets) at end of year2011-12-31$364,105
Employer contributions (assets) at beginning of year2011-12-31$373,198
Income. Dividends from common stock2011-12-31$2,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$118,916
Contract administrator fees2011-12-31$450
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$99,756
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$103,488
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES & MALHOTRA
Accountancy firm EIN2011-12-31954668647

Form 5500 Responses for MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513185000
Policy instance 1
Insurance contract or identification number513185000
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,549
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6207
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513185
Policy instance 1
Insurance contract or identification number513185
Number of Individuals Covered116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,196
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11196
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513185
Policy instance 1
Insurance contract or identification number513185
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,711
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8711
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513185
Policy instance 1
Insurance contract or identification number513185
Number of Individuals Covered135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,235
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8235
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513185
Policy instance 1
Insurance contract or identification number513185
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,958
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8958
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040066
Policy instance 1
Insurance contract or identification numberLP1040066
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,240
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,240
Insurance broker organization code?3
Insurance broker nameEDWARD GERALD BROWN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56081
Policy instance 2
Insurance contract or identification number56081
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,215
Total amount of fees paid to insurance companyUSD $1,139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,215
Insurance broker organization code?3
Amount paid for insurance broker fees1139
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameQBI LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56081
Policy instance 1
Insurance contract or identification number56081
Number of Individuals Covered162
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,823
Total amount of fees paid to insurance companyUSD $2,366
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,823
Insurance broker organization code?3
Amount paid for insurance broker fees2366
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameQBI LLC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040066
Policy instance 2
Insurance contract or identification numberLP1040066
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,403
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,403
Insurance broker organization code?3
Insurance broker nameEDWARD GERALD BROWN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56081
Policy instance 1
Insurance contract or identification number56081
Number of Individuals Covered142
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,237
Total amount of fees paid to insurance companyUSD $1,273
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1040066
Policy instance 2
Insurance contract or identification numberLP1040066
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,403
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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