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MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 401k Plan overview

Plan NameMARK ANDERSON AND ASSOCIATES, INC. 401K PLAN
Plan identification number 001

MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MARK ANDERSON & ASSOCIATES, INC.
Employer identification number (EIN):391374457
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERRY DELONG
0012016-01-01BRIAN HUSBY
0012015-01-01BRIAN HUSBY
0012014-01-01BRIAN HUSBY
0012013-01-01BRIAN HUSBY
0012012-01-01BRIAN HUSBY
0012011-01-01BRIAN HUSBY
0012009-01-01BRIAN HUSBY

Plan Statistics for MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN

401k plan membership statisitcs for MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN

Measure Date Value
2022: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01233
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01228
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01193
Total number of active participants reported on line 7a of the Form 55002020-01-01179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01181
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01193
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01183
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01166
Number of participants with account balances2015-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01157
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01146
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01157
Number of participants with account balances2009-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN

Measure Date Value
2022 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$9,578
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$789,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$763,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$821,526
Value of total assets at end of year2022-12-31$4,406,946
Value of total assets at beginning of year2022-12-31$5,186,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,226
Total interest from all sources2022-12-31$1,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$169,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$169,473
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$479,175
Participant contributions at end of year2022-12-31$35,471
Participant contributions at beginning of year2022-12-31$21,350
Participant contributions at end of year2022-12-31$7,563
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,579
Administrative expenses (other) incurred2022-12-31$26,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-779,775
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,406,946
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,186,721
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$3,977,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,875,406
Interest on participant loans2022-12-31$1,127
Value of interest in common/collective trusts at end of year2022-12-31$386,315
Value of interest in common/collective trusts at beginning of year2022-12-31$289,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-988,823
Net investment gain or loss from common/collective trusts2022-12-31$6,275
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$305,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$763,127
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 name2022-12-31THOMAS ZACHMAN CPA LLC
Accountancy firm EIN2022-12-31475450421
2021 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,090,005
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$268,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$241,871
Expenses. Certain deemed distributions of participant loans2021-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$422,513
Value of total assets at end of year2021-12-31$5,186,721
Value of total assets at beginning of year2021-12-31$4,364,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,280
Total interest from all sources2021-12-31$1,382
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$193,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$193,484
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$437,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$364,947
Participant contributions at end of year2021-12-31$21,350
Participant contributions at beginning of year2021-12-31$27,836
Participant contributions at beginning of year2021-12-31$2,587
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,566
Administrative expenses (other) incurred2021-12-31$26,280
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$821,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,186,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,364,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,875,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,110,395
Interest on participant loans2021-12-31$1,382
Value of interest in common/collective trusts at end of year2021-12-31$289,965
Value of interest in common/collective trusts at beginning of year2021-12-31$224,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$468,830
Net investment gain or loss from common/collective trusts2021-12-31$3,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$241,871
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THOMAS ZACHMAN CPA LLC
Accountancy firm EIN2021-12-31475450421
2020 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2020 401k financial data
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
Total income from all sources (including contributions)2020-12-31$872,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$161,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,933
Expenses. Certain deemed distributions of participant loans2020-12-31$1,316
Value of total corrective distributions2020-12-31$5,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$271,379
Value of total assets at end of year2020-12-31$4,364,874
Value of total assets at beginning of year2020-12-31$3,653,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,342
Total interest from all sources2020-12-31$1,877
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,428
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$111,428
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$366,000
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$267,193
Participant contributions at end of year2020-12-31$27,836
Participant contributions at beginning of year2020-12-31$36,754
Participant contributions at end of year2020-12-31$2,587
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,186
Administrative expenses (other) incurred2020-12-31$22,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$711,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,364,874
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,653,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,110,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,367,103
Interest on participant loans2020-12-31$1,877
Value of interest in common/collective trusts at end of year2020-12-31$224,056
Value of interest in common/collective trusts at beginning of year2020-12-31$249,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$483,274
Net investment gain or loss from common/collective trusts2020-12-31$5,029
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,933
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMAS ZACHMAN, CPA LLC
Accountancy firm EIN2020-12-31475450421
2019 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$980,545
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$204,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$180,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$262,280
Value of total assets at end of year2019-12-31$3,653,802
Value of total assets at beginning of year2019-12-31$2,877,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,021
Total interest from all sources2019-12-31$2,382
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$120,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$120,458
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$288,000
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$261,454
Participant contributions at end of year2019-12-31$36,754
Participant contributions at beginning of year2019-12-31$43,896
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$826
Administrative expenses (other) incurred2019-12-31$23,021
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$776,543
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,653,802
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,877,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,367,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,555,920
Interest on participant loans2019-12-31$2,382
Value of interest in common/collective trusts at end of year2019-12-31$249,945
Value of interest in common/collective trusts at beginning of year2019-12-31$277,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$588,746
Net investment gain or loss from common/collective trusts2019-12-31$6,679
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$180,981
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 name2019-12-31THOMAS ZACHMAN, CPA LLC
Accountancy firm EIN2019-12-31475450421
2018 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$66,284
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$80,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$62,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$258,467
Value of total assets at end of year2018-12-31$2,877,259
Value of total assets at beginning of year2018-12-31$2,891,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,240
Total interest from all sources2018-12-31$1,368
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$149,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$149,487
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$290,000
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$240,637
Participant contributions at end of year2018-12-31$43,896
Participant contributions at beginning of year2018-12-31$12,748
Participant contributions at beginning of year2018-12-31$3,829
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$220,021
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,830
Other income not declared elsewhere2018-12-31$43
Administrative expenses (other) incurred2018-12-31$18,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,258
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,877,259
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,891,517
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$2,555,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,654,919
Interest on participant loans2018-12-31$1,368
Value of interest in common/collective trusts at end of year2018-12-31$277,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-331,889
Net investment gain/loss from pooled separate accounts2018-12-31$-16,496
Net investment gain or loss from common/collective trusts2018-12-31$5,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$62,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THOMAS J ZACHMAN, CPA LLC
Accountancy firm EIN2018-12-31475450421
2017 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$689,787
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$280,776
Value of total assets at end of year2017-12-31$2,891,517
Value of total assets at beginning of year2017-12-31$2,205,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,170
Total interest from all sources2017-12-31$589
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$141,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$290,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$197,654
Participant contributions at end of year2017-12-31$12,748
Participant contributions at beginning of year2017-12-31$11,359
Participant contributions at end of year2017-12-31$3,829
Participant contributions at beginning of year2017-12-31$5,197
Assets. Other investments not covered elsewhere at end of year2017-12-31$220,021
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$233,698
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$83,122
Administrative expenses (other) incurred2017-12-31$50
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$686,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,891,517
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,205,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,654,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,954,761
Interest on participant loans2017-12-31$589
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$264,605
Net investment gain or loss from common/collective trusts2017-12-31$2,526
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$141,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115
Contract administrator fees2017-12-31$201
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THOMAS J ZACHMAN CPA LLC
Accountancy firm EIN2017-12-31475450421
2016 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$450,365
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$78,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$75,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$259,654
Value of total assets at end of year2016-12-31$2,205,015
Value of total assets at beginning of year2016-12-31$1,832,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,245
Total interest from all sources2016-12-31$294
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$240,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$156,595
Participant contributions at end of year2016-12-31$11,359
Participant contributions at beginning of year2016-12-31$120
Participant contributions at end of year2016-12-31$5,197
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$233,698
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$180,103
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,059
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$372,172
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,205,015
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,832,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,954,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,652,620
Income. Interest from loans (other than to participants)2016-12-31$294
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$109,688
Net investment gain or loss from common/collective trusts2016-12-31$1,594
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$79,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$75,948
Contract administrator fees2016-12-31$482
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THOMAS J ZACHMAN CPA LLC
Accountancy firm EIN2016-12-31475450421
2015 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$138,458
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$233,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$231,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$162,710
Value of total assets at end of year2015-12-31$1,832,843
Value of total assets at beginning of year2015-12-31$1,927,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,056
Total interest from all sources2015-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$120,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$240,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$162,710
Participant contributions at end of year2015-12-31$120
Participant contributions at beginning of year2015-12-31$3,386
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$180,103
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$358,355
Administrative expenses (other) incurred2015-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,832,843
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,927,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,652,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,565,787
Interest on participant loans2015-12-31$75
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-147,373
Net investment gain or loss from common/collective trusts2015-12-31$2,177
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$120,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$231,087
Contract administrator fees2015-12-31$534
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THOMAS J ZACHMAN CPA LLC
Accountancy firm EIN2015-12-31475450421
2014 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$262,828
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$86,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$159,416
Value of total assets at end of year2014-12-31$1,927,528
Value of total assets at beginning of year2014-12-31$1,751,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,880
Total interest from all sources2014-12-31$2,553
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$102,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$240,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$155,870
Participant contributions at end of year2014-12-31$3,386
Participant contributions at beginning of year2014-12-31$8,039
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$358,355
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$395,911
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,546
Administrative expenses (other) incurred2014-12-31$75
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$175,858
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,927,528
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,751,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,565,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,347,720
Interest on participant loans2014-12-31$239
Interest earned on other investments2014-12-31$2,314
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$102,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,090
Contract administrator fees2014-12-31$436
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARLSON HIGHLAND & COMPANY, LLP.
Accountancy firm EIN2014-12-31411562398
2013 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$436,293
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$145,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$143,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$123,968
Value of total assets at end of year2013-12-31$1,751,670
Value of total assets at beginning of year2013-12-31$1,461,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,873
Total interest from all sources2013-12-31$260
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$73,169
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$175,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$123,968
Participant contributions at end of year2013-12-31$8,039
Participant contributions at beginning of year2013-12-31$11,307
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,167
Assets. Other investments not covered elsewhere at end of year2013-12-31$395,911
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$213,364
Other income not declared elsewhere2013-12-31$1,717
Administrative expenses (other) incurred2013-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$290,655
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,751,670
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,461,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,347,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,234,177
Interest on participant loans2013-12-31$260
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$237,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$143,765
Contract administrator fees2013-12-31$465
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARLSON HIGHLAND & COMPANY, LLP.
Accountancy firm EIN2013-12-31411562398
2012 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$248,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,181
Value of total assets at end of year2012-12-31$1,461,015
Value of total assets at beginning of year2012-12-31$1,213,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$762
Total interest from all sources2012-12-31$572
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$34,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$34,758
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$175,000
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$89,181
Participant contributions at end of year2012-12-31$11,307
Participant contributions at beginning of year2012-12-31$16,507
Participant contributions at end of year2012-12-31$2,167
Participant contributions at beginning of year2012-12-31$1,841
Assets. Other investments not covered elsewhere at end of year2012-12-31$213,364
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2,764
Administrative expenses (other) incurred2012-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$247,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,461,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,213,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$466
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,234,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,017,172
Interest on participant loans2012-12-31$572
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$178,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$120,881
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$171
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 name2012-12-31CARLSON HIGHLAND & COMPANY, LLP.
Accountancy firm EIN2012-12-31411562398
2011 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$99,861
Total loss/gain on sale of assets2011-12-31$30,413
Total of all expenses incurred2011-12-31$1,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$124,799
Value of total assets at end of year2011-12-31$1,213,621
Value of total assets at beginning of year2011-12-31$1,114,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$355
Total interest from all sources2011-12-31$816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$28,146
Administrative expenses professional fees incurred2011-12-31$72
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$175,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$84,859
Participant contributions at end of year2011-12-31$16,507
Participant contributions at beginning of year2011-12-31$18,148
Participant contributions at end of year2011-12-31$1,841
Participant contributions at beginning of year2011-12-31$2,320
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,940
Other income not declared elsewhere2011-12-31$2,859
Administrative expenses (other) incurred2011-12-31$75
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$98,858
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,213,621
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,114,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,017,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$956,887
Interest on participant loans2011-12-31$816
Value of interest in common/collective trusts at end of year2011-12-31$178,101
Value of interest in common/collective trusts at beginning of year2011-12-31$137,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$648
Contract administrator fees2011-12-31$208
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
Aggregate proceeds on sale of assets2011-12-31$329,748
Aggregate carrying amount (costs) on sale of assets2011-12-31$299,335
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 name2011-12-31CARLSON HIGHLAND & COMPANY, LLP.
Accountancy firm EIN2011-12-31411562398
2010 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$200,951
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$83,406
Value of total assets at end of year2010-12-31$1,114,763
Value of total assets at beginning of year2010-12-31$924,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$276
Total interest from all sources2010-12-31$717
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,969
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$175,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$83,406
Participant contributions at end of year2010-12-31$18,148
Participant contributions at beginning of year2010-12-31$23,229
Participant contributions at end of year2010-12-31$2,320
Other income not declared elsewhere2010-12-31$3,425
Administrative expenses (other) incurred2010-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$189,850
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,114,763
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$924,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$956,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$806,135
Interest on participant loans2010-12-31$717
Value of interest in common/collective trusts at end of year2010-12-31$137,408
Value of interest in common/collective trusts at beginning of year2010-12-31$94,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$93,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,825
Contract administrator fees2010-12-31$176
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARLSON HIGHLAND & COMPANY, LLP.
Accountancy firm EIN2010-12-31411562398
2009 : MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN

2022: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARK ANDERSON AND ASSOCIATES, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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