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THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN
Plan identification number 003

THOMAS & MARKER CONSTRUCTION CO. 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.
  • 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

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

Company Name:MARKER, INC.
Employer identification number (EIN):344476858
NAIC Classification:236200

Additional information about MARKER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1958-10-09
Company Identification Number: 274633
Legal Registered Office Address: 2084 US 68 SOUTH
P.O. BOX 250
BELLEFONTAINE
United States of America (USA)
43311

More information about MARKER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01SCOTT FITZGERALD2024-04-15 SCOTT FITZGERALD2024-04-15
0032021-10-01ALISON MARKER2023-07-05 ALISON MARKER2023-07-05
0032020-10-01ALISON MARKER2022-07-07 ALISON MARKER2022-07-07
0032019-10-01ALISON MARKER2021-07-13 ALISON MARKER2021-07-13
0032018-10-01ALISON MARKER2020-07-12 ALISON MARKER2020-07-12
0032017-10-01ALISON MARKER2019-07-08 ALISON MARKER2019-07-08
0032016-10-01
0032015-10-01ALISON MARKER
0032014-10-01WENDY POLLEY
0032013-10-01WENDY POLLEY2015-07-14
0032012-10-01RANDALL MARKER2014-07-15
0032011-10-01RANDALL MARKER2014-08-26
0032010-10-01RANDALL MARKER2012-02-13
0032009-10-01RANDALL MARKER
0032008-10-01

Plan Statistics for THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN

Measure Date Value
2022: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01187
Total number of active participants reported on line 7a of the Form 55002022-10-01116
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0185
Total of all active and inactive participants2022-10-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01201
Number of participants with account balances2022-10-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-011
2021: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01178
Total number of active participants reported on line 7a of the Form 55002021-10-01129
Number of retired or separated participants receiving benefits2021-10-0118
Number of other retired or separated participants entitled to future benefits2021-10-0142
Total of all active and inactive participants2021-10-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01189
Number of participants with account balances2021-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01160
Total number of active participants reported on line 7a of the Form 55002020-10-01127
Number of retired or separated participants receiving benefits2020-10-018
Number of other retired or separated participants entitled to future benefits2020-10-0137
Total of all active and inactive participants2020-10-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-01173
Number of participants with account balances2020-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01154
Total number of active participants reported on line 7a of the Form 55002019-10-01124
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-0124
Total of all active and inactive participants2019-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01151
Number of participants with account balances2019-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01143
Total number of active participants reported on line 7a of the Form 55002018-10-01120
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0132
Total of all active and inactive participants2018-10-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01152
Number of participants with account balances2018-10-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-011
2017: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01136
Total number of active participants reported on line 7a of the Form 55002017-10-01125
Number of retired or separated participants receiving benefits2017-10-014
Number of other retired or separated participants entitled to future benefits2017-10-0119
Total of all active and inactive participants2017-10-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01148
Number of participants with account balances2017-10-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-011
2016: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01133
Total number of active participants reported on line 7a of the Form 55002016-10-01109
Number of retired or separated participants receiving benefits2016-10-015
Number of other retired or separated participants entitled to future benefits2016-10-0120
Total of all active and inactive participants2016-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01134
Number of participants with account balances2016-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01138
Total number of active participants reported on line 7a of the Form 55002015-10-01107
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-0122
Total of all active and inactive participants2015-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01132
Number of participants with account balances2015-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0111
2014: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01135
Total number of active participants reported on line 7a of the Form 55002014-10-01117
Number of other retired or separated participants entitled to future benefits2014-10-0121
Total of all active and inactive participants2014-10-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01138
Number of participants with account balances2014-10-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016
2009: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01103
Total number of active participants reported on line 7a of the Form 55002009-10-0183
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0193
Number of participants with account balances2009-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN

Measure Date Value
2023 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$2,553,313
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,316,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$1,225,529
Expenses. Certain deemed distributions of participant loans2023-09-30$6,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$1,607,919
Value of total assets at end of year2023-09-30$9,723,460
Value of total assets at beginning of year2023-09-30$8,486,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$85,071
Total interest from all sources2023-09-30$1,103
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,000,000
If this is an individual account plan, was there a blackout period2023-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$611,906
Participant contributions at end of year2023-09-30$22,620
Participant contributions at beginning of year2023-09-30$26,077
Participant contributions at end of year2023-09-30$11,717
Participant contributions at beginning of year2023-09-30$10,149
Assets. Other investments not covered elsewhere at end of year2023-09-30$186,668
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$280,167
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$449,886
Other income not declared elsewhere2023-09-30$0
Administrative expenses (other) incurred2023-09-30$49,203
Total non interest bearing cash at end of year2023-09-30$0
Total non interest bearing cash at beginning of year2023-09-30$22,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$1,236,497
Value of net assets at end of year (total assets less liabilities)2023-09-30$9,723,460
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$8,486,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$19,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$9,210,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$4,570,645
Value of interest in pooled separate accounts at end of year2023-09-30$0
Interest on participant loans2023-09-30$1,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$162,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$137,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$137,254
Asset value of US Government securities at beginning of year2023-09-30$578,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$944,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$546,127
Employer contributions (assets) at end of year2023-09-30$124,831
Employer contributions (assets) at beginning of year2023-09-30$113,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,225,529
Asset. Corporate debt instrument preferred debt at beginning of year2023-09-30$0
Contract administrator fees2023-09-30$16,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-09-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-09-30$5,377
Assets. Corporate common stocks other than exployer securities at beginning of year2023-09-30$2,747,830
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2023-09-30310787612
2022 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$89,853
Total unrealized appreciation/depreciation of assets2022-09-30$89,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$4,634
Total income from all sources (including contributions)2022-09-30$-914,821
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,779,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,644,443
Expenses. Certain deemed distributions of participant loans2022-09-30$4,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,034,301
Value of total assets at end of year2022-09-30$8,486,963
Value of total assets at beginning of year2022-09-30$13,186,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$131,314
Total interest from all sources2022-09-30$22,312
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$337,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$217,236
Administrative expenses professional fees incurred2022-09-30$61,400
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$537,313
Participant contributions at end of year2022-09-30$26,077
Participant contributions at beginning of year2022-09-30$16,975
Participant contributions at end of year2022-09-30$10,149
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$280,167
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$386,548
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$32,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$4,634
Total non interest bearing cash at end of year2022-09-30$22,451
Total non interest bearing cash at beginning of year2022-09-30$6,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-4,694,820
Value of net assets at end of year (total assets less liabilities)2022-09-30$8,486,963
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$13,181,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$69,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$4,570,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$5,467,715
Interest on participant loans2022-09-30$1,258
Interest earned on other investments2022-09-30$2,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$137,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$265,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$265,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$18,745
Asset value of US Government securities at end of year2022-09-30$578,698
Asset value of US Government securities at beginning of year2022-09-30$816,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,399,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$464,756
Employer contributions (assets) at end of year2022-09-30$113,692
Employer contributions (assets) at beginning of year2022-09-30$210,532
Income. Dividends from common stock2022-09-30$120,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,644,443
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$2,747,830
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$6,015,915
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2022-09-30310787612
2021 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$4,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$2,479
Total income from all sources (including contributions)2021-09-30$3,463,626
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$902,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$762,129
Expenses. Certain deemed distributions of participant loans2021-09-30$288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,340,561
Value of total assets at end of year2021-09-30$13,186,417
Value of total assets at beginning of year2021-09-30$10,622,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$139,866
Total interest from all sources2021-09-30$22,116
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$279,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$136,995
Administrative expenses professional fees incurred2021-09-30$9,900
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$520,491
Participant contributions at end of year2021-09-30$16,975
Participant contributions at beginning of year2021-09-30$32,474
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$81
Assets. Other investments not covered elsewhere at end of year2021-09-30$386,548
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$307,992
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$17,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$4,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$2,479
Other income not declared elsewhere2021-09-30$408
Total non interest bearing cash at end of year2021-09-30$6,765
Total non interest bearing cash at beginning of year2021-09-30$2,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Income. Non cash contributions2021-09-30$0
Value of net income/loss2021-09-30$2,561,343
Value of net assets at end of year (total assets less liabilities)2021-09-30$13,181,783
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$10,620,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$90,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$5,467,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$4,358,367
Interest on participant loans2021-09-30$1,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$265,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$210,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$210,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$20,862
Asset value of US Government securities at end of year2021-09-30$816,213
Asset value of US Government securities at beginning of year2021-09-30$743,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,821,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$802,960
Employer contributions (assets) at end of year2021-09-30$210,532
Employer contributions (assets) at beginning of year2021-09-30$130,320
Income. Dividends from common stock2021-09-30$142,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$762,129
Contract administrator fees2021-09-30$39,119
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$6,015,915
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$4,837,520
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2021-09-30310787612
2020 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$2,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$3,663
Expenses. Interest paid2020-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,807,240
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$767,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$657,918
Expenses. Certain deemed distributions of participant loans2020-09-30$4,074
Value of total corrective distributions2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,037,864
Value of total assets at end of year2020-09-30$10,622,919
Value of total assets at beginning of year2020-09-30$9,584,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$105,954
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$21,410
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$203,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$74,372
Administrative expenses professional fees incurred2020-09-30$31,726
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$456,034
Participant contributions at end of year2020-09-30$32,474
Participant contributions at beginning of year2020-09-30$38,573
Participant contributions at end of year2020-09-30$81
Participant contributions at beginning of year2020-09-30$25
Assets. Other investments not covered elsewhere at end of year2020-09-30$307,992
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$364,988
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$81,600
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$2,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$3,663
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$2,489
Total non interest bearing cash at beginning of year2020-09-30$3,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Income. Non cash contributions2020-09-30$0
Value of net income/loss2020-09-30$1,039,294
Value of net assets at end of year (total assets less liabilities)2020-09-30$10,620,440
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$9,581,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$74,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$4,358,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,605,845
Interest on participant loans2020-09-30$2,000
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$0
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$210,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$551,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$551,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$19,410
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Asset value of US Government securities at end of year2020-09-30$743,286
Asset value of US Government securities at beginning of year2020-09-30$512,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$544,945
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$0
Net gain/loss from 103.12 investment entities2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$500,230
Employer contributions (assets) at end of year2020-09-30$130,320
Employer contributions (assets) at beginning of year2020-09-30$165,411
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$128,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$657,918
Contract administrator fees2020-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$4,837,520
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$4,342,482
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2020-09-30310787612
2019 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$3,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$3,175
Total income from all sources (including contributions)2019-09-30$1,409,306
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$611,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$498,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,211,421
Value of total assets at end of year2019-09-30$9,584,809
Value of total assets at beginning of year2019-09-30$8,786,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$113,208
Total interest from all sources2019-09-30$16,982
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$234,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$91,271
Administrative expenses professional fees incurred2019-09-30$15,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$366,795
Participant contributions at end of year2019-09-30$38,573
Participant contributions at beginning of year2019-09-30$49,338
Participant contributions at end of year2019-09-30$25
Participant contributions at beginning of year2019-09-30$5,722
Assets. Other investments not covered elsewhere at end of year2019-09-30$364,988
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$220,411
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$42,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$3,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$3,175
Other income not declared elsewhere2019-09-30$348
Total non interest bearing cash at end of year2019-09-30$3,663
Total non interest bearing cash at beginning of year2019-09-30$3,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Income. Non cash contributions2019-09-30$0
Value of net income/loss2019-09-30$797,472
Value of net assets at end of year (total assets less liabilities)2019-09-30$9,581,146
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$8,783,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$66,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,605,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,967,153
Interest on participant loans2019-09-30$2,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$551,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$162,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$162,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$14,818
Asset value of US Government securities at end of year2019-09-30$512,208
Asset value of US Government securities at beginning of year2019-09-30$412,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-53,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$801,974
Employer contributions (assets) at end of year2019-09-30$165,411
Employer contributions (assets) at beginning of year2019-09-30$158,732
Income. Dividends from common stock2019-09-30$143,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$498,626
Contract administrator fees2019-09-30$31,492
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$4,342,482
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$4,807,274
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2019-09-30310787612
2018 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$3,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,480,875
Total loss/gain on sale of assets2018-09-30$12,587
Total of all expenses incurred2018-09-30$2,531,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,423,042
Expenses. Certain deemed distributions of participant loans2018-09-30$643
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$739,746
Value of total assets at end of year2018-09-30$8,786,849
Value of total assets at beginning of year2018-09-30$9,834,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$107,891
Total interest from all sources2018-09-30$16,963
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$210,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$50,739
Administrative expenses professional fees incurred2018-09-30$2,219
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$338,702
Participant contributions at end of year2018-09-30$49,338
Participant contributions at beginning of year2018-09-30$39,999
Participant contributions at end of year2018-09-30$5,722
Participant contributions at beginning of year2018-09-30$0
Assets. Other investments not covered elsewhere at end of year2018-09-30$220,411
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$222,395
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$3,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$16
Administrative expenses (other) incurred2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$3,175
Total non interest bearing cash at beginning of year2018-09-30$11,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Income. Non cash contributions2018-09-30$0
Value of net income/loss2018-09-30$-1,050,701
Value of net assets at end of year (total assets less liabilities)2018-09-30$8,783,674
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$9,834,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$105,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,967,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$3,449,332
Interest on participant loans2018-09-30$1,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$162,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$208,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$208,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$15,013
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Asset value of US Government securities at end of year2018-09-30$412,085
Asset value of US Government securities at beginning of year2018-09-30$524,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$501,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$401,044
Employer contributions (assets) at end of year2018-09-30$158,732
Employer contributions (assets) at beginning of year2018-09-30$69,636
Income. Dividends from common stock2018-09-30$159,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,423,042
Contract administrator fees2018-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$4,807,274
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$5,308,289
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$12,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2018-09-30310787612
2017 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$3,299
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,751,943
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$590,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$492,390
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$663,626
Value of total assets at end of year2017-09-30$9,834,375
Value of total assets at beginning of year2017-09-30$8,676,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$98,184
Total interest from all sources2017-09-30$14,080
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$188,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$1,752
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$4,371
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$305,388
Participant contributions at end of year2017-09-30$39,999
Participant contributions at beginning of year2017-09-30$12,127
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$4,854
Assets. Other investments not covered elsewhere at end of year2017-09-30$222,395
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$327,810
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$3,299
Administrative expenses (other) incurred2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$11,095
Total non interest bearing cash at beginning of year2017-09-30$3,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$1,161,369
Value of net assets at end of year (total assets less liabilities)2017-09-30$9,834,375
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$8,673,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$96,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$3,449,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,812,018
Interest on participant loans2017-09-30$1,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$208,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$266,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$266,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$12,682
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Asset value of US Government securities at end of year2017-09-30$524,753
Asset value of US Government securities at beginning of year2017-09-30$468,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$886,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$358,238
Employer contributions (assets) at end of year2017-09-30$69,636
Employer contributions (assets) at beginning of year2017-09-30$96,981
Income. Dividends from common stock2017-09-30$188,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$492,390
Contract administrator fees2017-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$5,308,289
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$4,680,061
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2017-09-30310787612
2016 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$600,175
Total unrealized appreciation/depreciation of assets2016-09-30$600,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$3,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$2,852
Expenses. Interest paid2016-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,480,120
Total loss/gain on sale of assets2016-09-30$37,553
Total of all expenses incurred2016-09-30$413,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$284,539
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$579,056
Value of total assets at end of year2016-09-30$8,676,305
Value of total assets at beginning of year2016-09-30$7,609,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$128,940
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$11,140
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$218,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$111,240
Administrative expenses professional fees incurred2016-09-30$1,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$4,371
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$1,105
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$267,243
Participant contributions at end of year2016-09-30$12,127
Participant contributions at end of year2016-09-30$4,854
Participant contributions at beginning of year2016-09-30$4,921
Assets. Other investments not covered elsewhere at end of year2016-09-30$327,810
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$207,592
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$3,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$2,852
Administrative expenses (other) incurred2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$3,366
Total non interest bearing cash at beginning of year2016-09-30$19,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Income. Non cash contributions2016-09-30$0
Value of net income/loss2016-09-30$1,066,641
Value of net assets at end of year (total assets less liabilities)2016-09-30$8,673,006
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$7,606,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$127,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$2,812,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$2,417,282
Interest on participant loans2016-09-30$182
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$0
Income. Interest from US Government securities2016-09-30$10,940
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$266,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$211,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$211,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$18
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Asset value of US Government securities at end of year2016-09-30$468,672
Asset value of US Government securities at beginning of year2016-09-30$491,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$33,237
Net investment gain/loss from pooled separate accounts2016-09-30$0
Net investment gain or loss from common/collective trusts2016-09-30$0
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$311,711
Employer contributions (assets) at end of year2016-09-30$96,981
Employer contributions (assets) at beginning of year2016-09-30$136,147
Income. Dividends from preferred stock2016-09-30$429
Income. Dividends from common stock2016-09-30$107,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$284,539
Contract administrator fees2016-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$4,680,061
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$4,119,412
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$37,553
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30KENTNER SELLERS, LLP
Accountancy firm EIN2016-09-30310787612
2015 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-436,795
Total unrealized appreciation/depreciation of assets2015-09-30$-436,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$376,931
Total loss/gain on sale of assets2015-09-30$49,324
Total of all expenses incurred2015-09-30$386,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$307,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$629,487
Value of total assets at end of year2015-09-30$7,609,217
Value of total assets at beginning of year2015-09-30$7,616,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$79,370
Total interest from all sources2015-09-30$10,379
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$210,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$105,013
Administrative expenses professional fees incurred2015-09-30$12,684
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$1,105
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$6,399
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$272,982
Participant contributions at end of year2015-09-30$4,921
Assets. Other investments not covered elsewhere at end of year2015-09-30$207,592
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$5,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$2,852
Total non interest bearing cash at end of year2015-09-30$19,609
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-9,851
Value of net assets at end of year (total assets less liabilities)2015-09-30$7,606,365
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$7,616,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$66,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$2,417,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,715,788
Income. Interest from US Government securities2015-09-30$10,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$211,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$317,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$317,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$40
Asset value of US Government securities at end of year2015-09-30$491,962
Asset value of US Government securities at beginning of year2015-09-30$428,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-86,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$350,925
Employer contributions (assets) at end of year2015-09-30$136,147
Employer contributions (assets) at beginning of year2015-09-30$120,981
Income. Dividends from preferred stock2015-09-30$295
Income. Dividends from common stock2015-09-30$105,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$307,412
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$4,119,412
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$5,026,972
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$49,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30KENTNER SELLERS LLP
Accountancy firm EIN2015-09-30310787612
2010 : THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN

2022: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2009: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THOMAS & MARKER CONSTRUCTION CO. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number514056-000
Policy instance 1
Insurance contract or identification number514056-000
Number of Individuals Covered185
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,961
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 fees32961
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?5

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