MCIC VERMONT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCIC VERMONT, LLC 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2023 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $6,718,108 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $3,672,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,671,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,679,684 |
Value of total assets at end of year | 2023-12-31 | $26,150,406 |
Value of total assets at beginning of year | 2023-12-31 | $23,105,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,645 |
Total interest from all sources | 2023-12-31 | $16,873 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $999,417 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $999,417 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,213,608 |
Participant contributions at end of year | 2023-12-31 | $305,480 |
Participant contributions at beginning of year | 2023-12-31 | $212,694 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $43,422 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $437,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,045,153 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $26,150,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $23,105,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $23,911,266 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $22,173,460 |
Interest on participant loans | 2023-12-31 | $16,873 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,933,660 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $642,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,987,040 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $35,094 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,028,427 |
Employer contributions (assets) at end of year | 2023-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $33,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,671,310 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2023-12-31 | 581673613 |
2022 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-1,803,894 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $235,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $228,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,082,548 |
Value of total assets at end of year | 2022-12-31 | $23,105,253 |
Value of total assets at beginning of year | 2022-12-31 | $25,144,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,795 |
Total interest from all sources | 2022-12-31 | $6,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,420,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,420,439 |
Administrative expenses professional fees incurred | 2022-12-31 | $6,050 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,264,019 |
Participant contributions at end of year | 2022-12-31 | $212,694 |
Participant contributions at beginning of year | 2022-12-31 | $115,497 |
Participant contributions at end of year | 2022-12-31 | $43,422 |
Participant contributions at beginning of year | 2022-12-31 | $41,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $799,709 |
Administrative expenses (other) incurred | 2022-12-31 | $745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,039,589 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,105,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,144,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $22,173,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,486,857 |
Interest on participant loans | 2022-12-31 | $6,751 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $642,362 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $443,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $28,149 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $28,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,323,773 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $10,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,018,820 |
Employer contributions (assets) at end of year | 2022-12-31 | $33,315 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $28,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $228,900 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2022-12-31 | 581673613 |
2021 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $6,177,262 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,151,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,137,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,054,085 |
Value of total assets at end of year | 2021-12-31 | $25,144,842 |
Value of total assets at beginning of year | 2021-12-31 | $21,119,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,415 |
Total interest from all sources | 2021-12-31 | $5,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,808,985 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,808,985 |
Administrative expenses professional fees incurred | 2021-12-31 | $13,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,037,316 |
Participant contributions at end of year | 2021-12-31 | $115,497 |
Participant contributions at beginning of year | 2021-12-31 | $61,488 |
Participant contributions at end of year | 2021-12-31 | $41,486 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,116,268 |
Administrative expenses (other) incurred | 2021-12-31 | $915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,025,545 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,144,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,119,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $24,486,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $19,345,532 |
Interest on participant loans | 2021-12-31 | $5,802 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $443,866 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,712,186 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $28,149 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $91 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $91 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,296,537 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $900,501 |
Employer contributions (assets) at end of year | 2021-12-31 | $28,987 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,137,302 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2021-12-31 | 581673613 |
2020 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $5,016,822 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,127,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,127,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,972,964 |
Value of total assets at end of year | 2020-12-31 | $21,119,297 |
Value of total assets at beginning of year | 2020-12-31 | $17,230,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $355 |
Total interest from all sources | 2020-12-31 | $5,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $863,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $863,534 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $965,995 |
Participant contributions at end of year | 2020-12-31 | $61,488 |
Participant contributions at beginning of year | 2020-12-31 | $112,174 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $41,874 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $34,110 |
Administrative expenses (other) incurred | 2020-12-31 | $355 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,889,296 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,119,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,230,001 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $19,345,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,726,743 |
Interest on participant loans | 2020-12-31 | $5,075 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,712,186 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,319,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $91 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,144,934 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $30,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $972,859 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $30,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,127,171 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2020-12-31 | 581673613 |
2019 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,084,284 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,573,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,571,680 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,814,941 |
Value of total assets at end of year | 2019-12-31 | $17,230,001 |
Value of total assets at beginning of year | 2019-12-31 | $14,718,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,550 |
Total interest from all sources | 2019-12-31 | $7,471 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $763,550 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $763,550 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $907,350 |
Participant contributions at end of year | 2019-12-31 | $112,174 |
Participant contributions at beginning of year | 2019-12-31 | $107,786 |
Participant contributions at end of year | 2019-12-31 | $41,874 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $65,012 |
Administrative expenses (other) incurred | 2019-12-31 | $1,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,511,054 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,230,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,718,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,726,743 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,674,887 |
Interest on participant loans | 2019-12-31 | $7,471 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,319,049 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $935,406 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $868 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,498,322 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $842,579 |
Employer contributions (assets) at end of year | 2019-12-31 | $30,161 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,571,680 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2019-12-31 | 581673613 |
2018 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $776,810 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,600,398 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,589,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,746,513 |
Value of total assets at end of year | 2018-12-31 | $14,718,947 |
Value of total assets at beginning of year | 2018-12-31 | $15,542,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,987 |
Total interest from all sources | 2018-12-31 | $13,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,004,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,004,116 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $917,853 |
Participant contributions at end of year | 2018-12-31 | $107,786 |
Participant contributions at beginning of year | 2018-12-31 | $41,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $30,382 |
Administrative expenses (other) incurred | 2018-12-31 | $10,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-823,588 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,718,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,542,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,674,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,636,697 |
Interest on participant loans | 2018-12-31 | $3,095 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $935,406 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $864,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $868 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $10,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,004,377 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $16,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $798,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,589,411 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2018-12-31 | 581673613 |
2017 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $4,436,367 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,049,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,048,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,981,638 |
Value of total assets at end of year | 2017-12-31 | $15,542,535 |
Value of total assets at beginning of year | 2017-12-31 | $12,155,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $900 |
Total interest from all sources | 2017-12-31 | $2,352 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $678,356 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $678,356 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $918,120 |
Participant contributions at end of year | 2017-12-31 | $41,124 |
Participant contributions at beginning of year | 2017-12-31 | $52,939 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $182,216 |
Administrative expenses (other) incurred | 2017-12-31 | $900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,387,318 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,542,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,155,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,636,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,557,201 |
Interest on participant loans | 2017-12-31 | $2,337 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $864,714 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $545,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $15 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,762,722 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $11,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $881,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,048,149 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2017-12-31 | 581673613 |
2016 : MCIC VERMONT, LLC 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $3,291,742 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $493,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $492,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,479,270 |
Value of total assets at end of year | 2016-12-31 | $12,155,217 |
Value of total assets at beginning of year | 2016-12-31 | $9,357,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,204 |
Total interest from all sources | 2016-12-31 | $2,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $393,050 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $393,050 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $892,488 |
Participant contributions at end of year | 2016-12-31 | $52,939 |
Participant contributions at beginning of year | 2016-12-31 | $28,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $777,983 |
Administrative expenses (other) incurred | 2016-12-31 | $1,204 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,797,973 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,155,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,357,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,557,201 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,047,407 |
Interest on participant loans | 2016-12-31 | $2,009 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $545,077 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $281,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $281,495 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $415,917 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $808,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $492,565 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BENNETT THRASHER |
Accountancy firm EIN | 2016-12-31 | 581673613 |