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ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT E. MASON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E. MASON & ASSOCIATES, INC.
Employer identification number (EIN):561782982
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01

Plan Statistics for ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01451
Total number of active participants reported on line 7a of the Form 55002022-10-01328
Number of retired or separated participants receiving benefits2022-10-016
Number of other retired or separated participants entitled to future benefits2022-10-01102
Total of all active and inactive participants2022-10-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-011
Total participants2022-10-01437
Number of participants with account balances2022-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01393
Total number of active participants reported on line 7a of the Form 55002021-10-01304
Number of retired or separated participants receiving benefits2021-10-017
Number of other retired or separated participants entitled to future benefits2021-10-01140
Total of all active and inactive participants2021-10-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01451
Number of participants with account balances2021-10-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01359
Total number of active participants reported on line 7a of the Form 55002020-10-01266
Number of retired or separated participants receiving benefits2020-10-017
Number of other retired or separated participants entitled to future benefits2020-10-01120
Total of all active and inactive participants2020-10-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01393
Number of participants with account balances2020-10-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-011
2019: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01348
Total number of active participants reported on line 7a of the Form 55002019-10-01248
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-01108
Total of all active and inactive participants2019-10-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01359
Number of participants with account balances2019-10-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01293
Total number of active participants reported on line 7a of the Form 55002018-10-01265
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-0179
Total of all active and inactive participants2018-10-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01347
Number of participants with account balances2018-10-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010

Financial Data on ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$10,066,904
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$4,112,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$3,969,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$3,871,540
Value of total assets at end of year2023-09-30$53,348,288
Value of total assets at beginning of year2023-09-30$47,393,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$143,098
Total interest from all sources2023-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$2,473,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$2,473,567
Administrative expenses professional fees incurred2023-09-30$16,599
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$2,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$2,615,938
Participant contributions at end of year2023-09-30$105,246
Participant contributions at beginning of year2023-09-30$84,242
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$246,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$5,954,536
Value of net assets at end of year (total assets less liabilities)2023-09-30$53,348,288
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$47,393,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$41,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$50,223,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$44,117,633
Value of interest in common/collective trusts at end of year2023-09-30$2,010,637
Value of interest in common/collective trusts at beginning of year2023-09-30$2,330,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$3,721,184
Net investment gain or loss from common/collective trusts2023-09-30$613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$1,008,988
Employer contributions (assets) at end of year2023-09-30$1,008,988
Employer contributions (assets) at beginning of year2023-09-30$861,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$3,969,270
Contract administrator fees2023-09-30$84,795
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30DODSON, SHELTON & NELSON, PA
Accountancy firm EIN2023-09-30561684013
2022 : ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-5,942,223
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,645,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,534,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$3,038,284
Value of total assets at end of year2022-09-30$47,393,752
Value of total assets at beginning of year2022-09-30$56,981,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$111,142
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$3,124,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$3,124,071
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$2,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$2,128,615
Participant contributions at end of year2022-09-30$84,242
Participant contributions at beginning of year2022-09-30$60,987
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$48,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-9,587,564
Value of net assets at end of year (total assets less liabilities)2022-09-30$47,393,752
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$56,981,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$52,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$44,117,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$53,455,429
Value of interest in common/collective trusts at end of year2022-09-30$2,330,798
Value of interest in common/collective trusts at beginning of year2022-09-30$2,700,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-12,104,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$861,079
Employer contributions (assets) at end of year2022-09-30$861,079
Employer contributions (assets) at beginning of year2022-09-30$764,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,534,199
Contract administrator fees2022-09-30$58,527
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30DODSON, SHELTON & NELSON, PA
Accountancy firm EIN2022-09-30561684013
2021 : ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$13,110,128
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$3,962,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,867,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$2,751,645
Value of total assets at end of year2021-09-30$56,981,316
Value of total assets at beginning of year2021-09-30$47,833,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$94,433
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,834,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,834,529
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$2,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$1,963,012
Participant contributions at end of year2021-09-30$60,987
Participant contributions at beginning of year2021-09-30$301,275
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$24,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$9,148,117
Value of net assets at end of year (total assets less liabilities)2021-09-30$56,981,316
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$47,833,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$48,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$53,455,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$47,249,323
Value of interest in common/collective trusts at end of year2021-09-30$2,700,763
Value of interest in common/collective trusts at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$8,523,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$764,137
Employer contributions (assets) at end of year2021-09-30$764,137
Employer contributions (assets) at beginning of year2021-09-30$282,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,867,578
Contract administrator fees2021-09-30$46,320
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30DODSON, SHELTON & NELSON, PA
Accountancy firm EIN2021-09-30561684013
2020 : ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$7,156,005
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$2,791,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,717,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,792,839
Value of total assets at end of year2020-09-30$47,833,199
Value of total assets at beginning of year2020-09-30$43,468,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$74,049
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$1,552,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$1,552,736
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$2,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$2,000,297
Participant contributions at end of year2020-09-30$301,275
Participant contributions at beginning of year2020-09-30$53,979
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$5,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$4,364,382
Value of net assets at end of year (total assets less liabilities)2020-09-30$47,833,199
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$43,468,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$47,249,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$42,629,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$2,810,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$786,631
Employer contributions (assets) at end of year2020-09-30$282,601
Employer contributions (assets) at beginning of year2020-09-30$785,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,717,574
Contract administrator fees2020-09-30$74,049
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30DODSON, SHELTON & NELSON, PA
Accountancy firm EIN2020-09-30561684013
2019 : ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$5,459,219
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,863,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,782,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$3,445,908
Value of total assets at end of year2019-09-30$43,468,817
Value of total assets at beginning of year2019-09-30$40,872,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$80,664
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$2,101,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$2,101,076
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$2,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$2,051,879
Participant contributions at end of year2019-09-30$53,979
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$608,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$2,596,118
Value of net assets at end of year (total assets less liabilities)2019-09-30$43,468,817
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$40,872,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$12,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$42,629,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$39,937,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-87,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$785,306
Employer contributions (assets) at end of year2019-09-30$785,306
Employer contributions (assets) at beginning of year2019-09-30$934,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,782,437
Contract administrator fees2019-09-30$68,554
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30DODSON, SHELTON & NELSON, PA
Accountancy firm EIN2019-09-30561684013

Form 5500 Responses for ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN

2022: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes

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