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MARY CASE INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMARY CASE INC PROFIT SHARING PLAN
Plan identification number 001

MARY CASE INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

MARY CASE INC has sponsored the creation of one or more 401k plans.

Company Name:MARY CASE INC
Employer identification number (EIN):431914501
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY CASE INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BRUCE R KRIEG
0012017-01-01BRUCE R KRIEG
0012016-01-01BRUCE R KRIEG
0012015-01-01BRUCE R KRIEG
0012014-01-01BRUCE R KRIEG
0012013-01-01BRUCE R KRIEG
0012012-01-01BRUCE R KRIEG
0012011-01-01BRUCE R KRIEG
0012010-01-01BRUCE R KRIEG
0012009-01-01BRUCE R KRIEG

Plan Statistics for MARY CASE INC PROFIT SHARING PLAN

401k plan membership statisitcs for MARY CASE INC PROFIT SHARING PLAN

Measure Date Value
2023: MARY CASE INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Total of all active and inactive participants2023-01-011
Total participants2023-01-011
Number of participants with account balances2023-01-011
2022: MARY CASE INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: MARY CASE INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: MARY CASE INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: MARY CASE INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: MARY CASE INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: MARY CASE INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: MARY CASE INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: MARY CASE INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: MARY CASE INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: MARY CASE INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: MARY CASE INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: MARY CASE INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: MARY CASE INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: MARY CASE INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on MARY CASE INC PROFIT SHARING PLAN

Measure Date Value
2023 : MARY CASE INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$187,104
Expenses. Total of all expenses incurred2023-12-31$37,700
Benefits paid (including direct rollovers)2023-12-31$37,700
Total plan assets at end of year2023-12-31$953,313
Total plan assets at beginning of year2023-12-31$803,909
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$127,104
Net income (gross income less expenses)2023-12-31$149,404
Net plan assets at end of year (total assets less liabilities)2023-12-31$953,313
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$803,909
Total contributions received or receivable from employer(s)2023-12-31$60,000
2022 : MARY CASE INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-41,027
Expenses. Total of all expenses incurred2022-12-31$81,619
Benefits paid (including direct rollovers)2022-12-31$81,619
Total plan assets at end of year2022-12-31$803,909
Total plan assets at beginning of year2022-12-31$926,555
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-102,027
Net income (gross income less expenses)2022-12-31$-122,646
Net plan assets at end of year (total assets less liabilities)2022-12-31$803,909
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$926,555
Total contributions received or receivable from employer(s)2022-12-31$61,000
2021 : MARY CASE INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$154,542
Total plan assets at end of year2021-12-31$926,555
Total plan assets at beginning of year2021-12-31$772,013
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$96,542
Net income (gross income less expenses)2021-12-31$154,542
Net plan assets at end of year (total assets less liabilities)2021-12-31$926,555
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$772,013
Total contributions received or receivable from employer(s)2021-12-31$58,000
2020 : MARY CASE INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$144,182
Total plan assets at end of year2020-12-31$772,013
Total plan assets at beginning of year2020-12-31$627,831
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$86,182
Net income (gross income less expenses)2020-12-31$144,182
Net plan assets at end of year (total assets less liabilities)2020-12-31$772,013
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$627,831
Total contributions received or receivable from employer(s)2020-12-31$58,000
2019 : MARY CASE INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$92,895
Expenses. Total of all expenses incurred2019-12-31$23,425
Benefits paid (including direct rollovers)2019-12-31$23,425
Total plan assets at end of year2019-12-31$627,831
Total plan assets at beginning of year2019-12-31$558,361
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$54,895
Net income (gross income less expenses)2019-12-31$69,470
Net plan assets at end of year (total assets less liabilities)2019-12-31$627,831
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$558,361
Total contributions received or receivable from employer(s)2019-12-31$38,000
2018 : MARY CASE INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$61,000
Expenses. Total of all expenses incurred2018-12-31$55,699
Benefits paid (including direct rollovers)2018-12-31$23,500
Total plan assets at end of year2018-12-31$558,361
Total plan assets at beginning of year2018-12-31$553,060
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$32,199
Net income (gross income less expenses)2018-12-31$5,301
Net plan assets at end of year (total assets less liabilities)2018-12-31$558,361
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$553,060
Total contributions received or receivable from employer(s)2018-12-31$61,000
2017 : MARY CASE INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$98,816
Expenses. Total of all expenses incurred2017-12-31$19,500
Benefits paid (including direct rollovers)2017-12-31$19,500
Total plan assets at end of year2017-12-31$553,060
Total plan assets at beginning of year2017-12-31$473,744
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$62,941
Net income (gross income less expenses)2017-12-31$79,316
Net plan assets at end of year (total assets less liabilities)2017-12-31$553,060
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$473,744
Total contributions received or receivable from employer(s)2017-12-31$35,875
2016 : MARY CASE INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$71,780
Expenses. Total of all expenses incurred2016-12-31$27,389
Benefits paid (including direct rollovers)2016-12-31$27,389
Total plan assets at end of year2016-12-31$473,744
Total plan assets at beginning of year2016-12-31$429,353
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$42,530
Net income (gross income less expenses)2016-12-31$44,391
Net plan assets at end of year (total assets less liabilities)2016-12-31$473,744
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$429,353
Total contributions received or receivable from employer(s)2016-12-31$29,250
2015 : MARY CASE INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,760
Expenses. Total of all expenses incurred2015-12-31$27,834
Benefits paid (including direct rollovers)2015-12-31$27,834
Total plan assets at end of year2015-12-31$429,353
Total plan assets at beginning of year2015-12-31$431,427
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-16,240
Net income (gross income less expenses)2015-12-31$-2,074
Net plan assets at end of year (total assets less liabilities)2015-12-31$429,353
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$431,427
Total contributions received or receivable from employer(s)2015-12-31$42,000
2014 : MARY CASE INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$54,648
Expenses. Total of all expenses incurred2014-12-31$14,776
Benefits paid (including direct rollovers)2014-12-31$14,776
Total plan assets at end of year2014-12-31$431,427
Total plan assets at beginning of year2014-12-31$391,555
Value of fidelity bond covering the plan2014-12-31$25,000
Other income received2014-12-31$20,398
Net income (gross income less expenses)2014-12-31$39,872
Net plan assets at end of year (total assets less liabilities)2014-12-31$431,427
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$391,555
Total contributions received or receivable from employer(s)2014-12-31$34,250
2013 : MARY CASE INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$67,054
Total plan assets at end of year2013-12-31$391,555
Total plan assets at beginning of year2013-12-31$324,501
Value of fidelity bond covering the plan2013-12-31$25,000
Other income received2013-12-31$30,054
Net income (gross income less expenses)2013-12-31$67,054
Net plan assets at end of year (total assets less liabilities)2013-12-31$391,555
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$324,501
Total contributions received or receivable from employer(s)2013-12-31$37,000
2012 : MARY CASE INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,528
Total plan assets at end of year2012-12-31$324,501
Total plan assets at beginning of year2012-12-31$275,973
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$20,528
Net income (gross income less expenses)2012-12-31$48,528
Net plan assets at end of year (total assets less liabilities)2012-12-31$324,501
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$275,973
Total contributions received or receivable from employer(s)2012-12-31$28,000
2011 : MARY CASE INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$23,406
Total plan assets at end of year2011-12-31$275,973
Total plan assets at beginning of year2011-12-31$252,567
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-3,094
Net income (gross income less expenses)2011-12-31$23,406
Net plan assets at end of year (total assets less liabilities)2011-12-31$275,973
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$252,567
Total contributions received or receivable from employer(s)2011-12-31$26,500
2010 : MARY CASE INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$34,758
Total plan assets at end of year2010-12-31$252,567
Total plan assets at beginning of year2010-12-31$217,809
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$11,758
Net income (gross income less expenses)2010-12-31$34,758
Net plan assets at end of year (total assets less liabilities)2010-12-31$252,567
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$217,809
Total contributions received or receivable from employer(s)2010-12-31$23,000

Form 5500 Responses for MARY CASE INC PROFIT SHARING PLAN

2023: MARY CASE INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARY CASE INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARY CASE INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARY CASE INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARY CASE INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARY CASE INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARY CASE INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARY CASE INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARY CASE INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARY CASE INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARY CASE INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARY CASE INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARY CASE INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARY CASE INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARY CASE INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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