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MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 401k Plan overview

Plan NameMELTON & MELTON SALARY DEFERRAL PLAN AND TRUST
Plan identification number 001

MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

MELTON & MELTON, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:MELTON & MELTON, L.L.P.
Employer identification number (EIN):741550819
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CLINT BENNETT
0012016-01-01R. TALLEY MELTON
0012015-01-01R. TALLEY MELTON
0012014-01-01R. TALLEY MELTON
0012013-01-01TERRY TEAL
0012012-01-01R. TALLEY MELTON
0012011-01-01R. TALLEY MELTON
0012010-01-01R. TALLEY MELTON R. TALLEY MELTON2011-10-13
0012009-01-01R. TALLEY MELTON R. TALLEY MELTON2010-10-15
0012009-01-01R. TALLEY MELTON R. TALLEY MELTON2010-10-19
0012009-01-01R. TALLEY MELTON R. TALLEY MELTON2010-10-18
0012009-01-01R. TALLEY MELTON R. TALLEY MELTON2010-10-18

Plan Statistics for MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

401k plan membership statisitcs for MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

Measure Date Value
2022: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01128
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01119
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01119
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01117
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01119
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01117
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01112
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01112
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01112
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01118
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01100
Total number of active participants reported on line 7a of the Form 55002014-01-0178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01102
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01100
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0194
Total number of active participants reported on line 7a of the Form 55002012-01-0178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0193
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0195
Total number of active participants reported on line 7a of the Form 55002010-01-0169
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0196
Number of participants with account balances2010-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0195
Total participants2009-01-0195
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

Measure Date Value
2022 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-4,661,994
Expenses. Total of all expenses incurred2022-12-31$525,670
Benefits paid (including direct rollovers)2022-12-31$543,337
Total plan assets at end of year2022-12-31$29,911,111
Total plan assets at beginning of year2022-12-31$35,098,775
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$1,071,523
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$34,326
Other income received2022-12-31$-6,559,279
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-5,187,664
Net plan assets at end of year (total assets less liabilities)2022-12-31$29,911,111
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$35,098,775
Assets. Value of participant loans2022-12-31$122,785
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$791,436
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-17,667
2021 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$5,862,542
Expenses. Total of all expenses incurred2021-12-31$227,694
Benefits paid (including direct rollovers)2021-12-31$246,684
Total plan assets at end of year2021-12-31$35,098,775
Total plan assets at beginning of year2021-12-31$29,463,927
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$956,849
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$8,689
Other income received2021-12-31$4,211,222
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$5,634,848
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,098,775
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,463,927
Assets. Value of participant loans2021-12-31$177,215
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$685,782
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-18,990
2020 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$5,721,525
Expenses. Total of all expenses incurred2020-12-31$1,307,881
Benefits paid (including direct rollovers)2020-12-31$1,313,918
Total plan assets at end of year2020-12-31$29,463,927
Total plan assets at beginning of year2020-12-31$25,050,283
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$915,847
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$1,029
Other income received2020-12-31$4,151,192
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$4,413,644
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,463,927
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$25,050,283
Assets. Value of participant loans2020-12-31$232,769
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$653,457
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-6,037
2019 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$6,032,682
Expenses. Total of all expenses incurred2019-12-31$490,183
Benefits paid (including direct rollovers)2019-12-31$488,517
Total plan assets at end of year2019-12-31$25,050,283
Total plan assets at beginning of year2019-12-31$19,507,784
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$818,715
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$4,608,186
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$5,542,499
Net plan assets at end of year (total assets less liabilities)2019-12-31$25,050,283
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$19,507,784
Assets. Value of participant loans2019-12-31$133,011
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$605,781
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,666
2018 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-234,739
Expenses. Total of all expenses incurred2018-12-31$468,461
Benefits paid (including direct rollovers)2018-12-31$467,059
Total plan assets at end of year2018-12-31$19,507,784
Total plan assets at beginning of year2018-12-31$20,210,984
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$808,300
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$17,184
Other income received2018-12-31$-1,558,119
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-703,200
Net plan assets at end of year (total assets less liabilities)2018-12-31$19,507,784
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$20,210,984
Assets. Value of participant loans2018-12-31$114,816
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$497,896
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,402
2017 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$4,365,448
Expenses. Total of all expenses incurred2017-12-31$728,833
Benefits paid (including direct rollovers)2017-12-31$726,853
Total plan assets at end of year2017-12-31$20,210,984
Total plan assets at beginning of year2017-12-31$16,574,369
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$790,246
Assets. Value of loans (other than to participants)2017-12-31$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$3,021,055
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$3,636,615
Net plan assets at end of year (total assets less liabilities)2017-12-31$20,210,984
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$16,574,369
Assets. Value of participant loans2017-12-31$93,402
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$554,147
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$515
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,465
2016 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,595,228
Expenses. Total of all expenses incurred2016-12-31$520,527
Benefits paid (including direct rollovers)2016-12-31$517,370
Total plan assets at end of year2016-12-31$16,574,369
Total plan assets at beginning of year2016-12-31$14,499,668
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$817,692
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$1,229,034
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$2,074,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,574,369
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$14,499,668
Assets. Value of participant loans2016-12-31$68,809
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$548,502
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$1,840
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,317
2015 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,093,505
Expenses. Total of all expenses incurred2015-12-31$1,139,372
Benefits paid (including direct rollovers)2015-12-31$1,138,730
Total plan assets at end of year2015-12-31$14,499,668
Total plan assets at beginning of year2015-12-31$14,545,535
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$712,576
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-148,378
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-45,867
Net plan assets at end of year (total assets less liabilities)2015-12-31$14,499,668
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$14,545,535
Assets. Value of participant loans2015-12-31$86,867
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$529,307
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$642
2014 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,919,397
Expenses. Total of all expenses incurred2014-12-31$148,844
Benefits paid (including direct rollovers)2014-12-31$145,397
Total plan assets at end of year2014-12-31$14,545,535
Total plan assets at beginning of year2014-12-31$12,774,982
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$699,386
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$721,930
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,770,553
Net plan assets at end of year (total assets less liabilities)2014-12-31$14,545,535
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,774,982
Assets. Value of participant loans2014-12-31$83,491
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$498,081
Value of certain deemed distributions of participant loans2014-12-31$2,706
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$741
2013 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$3,411,592
Expenses. Total of all expenses incurred2013-12-31$317,770
Benefits paid (including direct rollovers)2013-12-31$316,970
Total plan assets at end of year2013-12-31$12,774,982
Total plan assets at beginning of year2013-12-31$9,681,160
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$661,944
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,278,348
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,093,822
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,774,982
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,681,160
Assets. Value of participant loans2013-12-31$128,515
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$471,300
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$800
2012 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$2,187,727
Expenses. Total of all expenses incurred2012-12-31$339,966
Benefits paid (including direct rollovers)2012-12-31$339,311
Total plan assets at end of year2012-12-31$9,719,625
Total plan assets at beginning of year2012-12-31$7,871,864
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$613,816
Contributions received from other sources (not participants or employers)2012-12-31$28,667
Other income received2012-12-31$1,086,779
Net income (gross income less expenses)2012-12-31$1,847,761
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,719,625
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,871,864
Assets. Value of participant loans2012-12-31$137,031
Total contributions received or receivable from employer(s)2012-12-31$458,465
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$576,500
Expenses. Total of all expenses incurred2011-12-31$872,565
Benefits paid (including direct rollovers)2011-12-31$870,312
Total plan assets at end of year2011-12-31$7,871,864
Total plan assets at beginning of year2011-12-31$8,167,929
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$590,319
Contributions received from other sources (not participants or employers)2011-12-31$3,042
Other income received2011-12-31$-307,977
Net income (gross income less expenses)2011-12-31$-296,065
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,871,864
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,167,929
Assets. Value of participant loans2011-12-31$172,596
Total contributions received or receivable from employer(s)2011-12-31$291,116
Value of corrective distributions2011-12-31$1,223
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$1,657,454
Expenses. Total of all expenses incurred2010-12-31$37,811
Benefits paid (including direct rollovers)2010-12-31$36,809
Total plan assets at end of year2010-12-31$8,167,929
Total plan assets at beginning of year2010-12-31$6,548,286
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$539,743
Contributions received from other sources (not participants or employers)2010-12-31$1,554
Other income received2010-12-31$824,452
Net income (gross income less expenses)2010-12-31$1,619,643
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,167,929
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,548,286
Assets. Value of participant loans2010-12-31$165,558
Total contributions received or receivable from employer(s)2010-12-31$291,705
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$86,456

Form 5500 Responses for MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST

2022: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 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: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 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: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 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: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 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: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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