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MANN FINANCIAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameMANN FINANCIAL SERVICES, INC. 401(K) PLAN
Plan identification number 002

MANN FINANCIAL SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MANN FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MANN FINANCIAL SERVICES, INC.
Employer identification number (EIN):650676470
NAIC Classification:523900

Additional information about MANN FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1996-07-02
Company Identification Number: P96000056103
Legal Registered Office Address: 6659 SOARING EAGLE WAY

SARAOTA

34241

More information about MANN FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANN FINANCIAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01JACK MANN2022-09-01 JACK MANN2022-09-01
0022020-01-01JACK MANN2021-09-28 JACK MANN2021-09-28
0022019-01-01JACK MANN2020-09-24 JACK MANN2020-09-24
0022018-01-01JACK MANN2019-10-11 JACK MANN2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01

Plan Statistics for MANN FINANCIAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for MANN FINANCIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2021: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MANN FINANCIAL SERVICES, INC. 401(K) 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
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on MANN FINANCIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2021 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$580,500
Expenses. Total of all expenses incurred2021-12-31$1,059,849
Benefits paid (including direct rollovers)2021-12-31$1,059,849
Total plan assets at end of year2021-12-31$795,610
Total plan assets at beginning of year2021-12-31$1,274,959
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$580,500
Net income (gross income less expenses)2021-12-31$-479,349
Net plan assets at end of year (total assets less liabilities)2021-12-31$795,610
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,274,959
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$39,424
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,274,959
Total plan assets at beginning of year2020-12-31$1,235,535
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$39,424
Net income (gross income less expenses)2020-12-31$39,424
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,274,959
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,235,535
Assets. Value of real-estate (other than employer real property)2020-12-31$979,992
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$65,061
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,235,535
Total plan assets at beginning of year2019-12-31$1,170,474
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$65,061
Net income (gross income less expenses)2019-12-31$65,061
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,235,535
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,170,474
Assets. Value of real-estate (other than employer real property)2019-12-31$871,781
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$196,939
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,170,474
Total plan assets at beginning of year2018-12-31$973,535
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$71,597
Other income received2018-12-31$125,342
Net income (gross income less expenses)2018-12-31$196,939
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,170,474
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$973,535
Assets. Value of real-estate (other than employer real property)2018-12-31$303,619
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$-22,116
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$973,535
Total plan assets at beginning of year2017-12-31$995,651
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-22,116
Net income (gross income less expenses)2017-12-31$-22,116
Net plan assets at end of year (total assets less liabilities)2017-12-31$973,535
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$995,651
Assets. Value of real-estate (other than employer real property)2017-12-31$949,785
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$38,359
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$995,651
Total plan assets at beginning of year2016-12-31$957,292
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$38,359
Net income (gross income less expenses)2016-12-31$38,359
Net plan assets at end of year (total assets less liabilities)2016-12-31$995,651
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$957,292
Assets. Value of real-estate (other than employer real property)2016-12-31$750,733
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$116,183
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$957,292
Total plan assets at beginning of year2015-12-31$841,109
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$116,183
Net income (gross income less expenses)2015-12-31$116,183
Net plan assets at end of year (total assets less liabilities)2015-12-31$957,292
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$841,109
Assets. Value of real-estate (other than employer real property)2015-12-31$921,335
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$841,109
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$841,109
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$840,921
Other income received2014-12-31$188
Net income (gross income less expenses)2014-12-31$841,109
Net plan assets at end of year (total assets less liabilities)2014-12-31$841,109
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of real-estate (other than employer real property)2014-12-31$784,891
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for MANN FINANCIAL SERVICES, INC. 401(K) PLAN

2021: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANN FINANCIAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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