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AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 401k Plan overview

Plan NameAMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.
Plan identification number 001

AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

METCALF ARCHAEOLOGICAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:METCALF ARCHAEOLOGICAL CONSULTANTS, INC.
Employer identification number (EIN):840818365
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.

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
0012017-01-01ANNE MCKIBBIN ANNE MCKIBBIN2018-10-15
0012016-01-01ANNE MCKIBBIN ANNE MCKIBBIN2017-10-10
0012015-01-01ANNE MCKIBBIN ANNE MCKIBBIN2016-07-27
0012014-01-01ANNE MCKIBBIN ANNE MCKIBBIN2015-09-21
0012013-01-01ANNE MCKIBBIN ANNE MCKIBBIN2014-07-24
0012012-01-01ANNE MCKIBBIN ANNE MCKIBBIN2014-07-15
0012011-01-01ANNE MCKIBBIN
0012009-01-01MIKE METCALF

Plan Statistics for AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.

401k plan membership statisitcs for AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.

Measure Date Value
2022: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-0155
Total number of active participants reported on line 7a of the Form 55002022-01-0138
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0154
Number of participants with account balances2022-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-0154
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0152
Number of participants with account balances2021-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-0140
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0154
Number of participants with account balances2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0160
Number of participants with account balances2019-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2017: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0161
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0170
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0165
Number of participants with account balances2016-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0176
Total number of active participants reported on line 7a of the Form 55002015-01-0145
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0169
Number of participants with account balances2015-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0176
Total number of active participants reported on line 7a of the Form 55002014-01-0156
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 participants2014-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0156
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0160
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0147
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0160
Number of participants with account balances2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0148
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0141
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.

Measure Date Value
2022 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$299,333
Expenses. Total of all expenses incurred2022-12-31$44,596
Benefits paid (including direct rollovers)2022-12-31$44,596
Total plan assets at end of year2022-12-31$2,137,797
Total plan assets at beginning of year2022-12-31$1,883,060
Value of fidelity bond covering the plan2022-12-31$460,065
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$190,345
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$254,737
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,137,797
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,883,060
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$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$2,060,000
Total contributions received or receivable from employer(s)2022-12-31$108,988
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$0
2021 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$0
Total income from all sources2021-12-31$-126,967
Expenses. Total of all expenses incurred2021-12-31$99,598
Benefits paid (including direct rollovers)2021-12-31$99,598
Total plan assets at end of year2021-12-31$1,883,060
Total plan assets at beginning of year2021-12-31$2,109,625
Value of fidelity bond covering the plan2021-12-31$460,065
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$0
Other income received2021-12-31$-199,989
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-226,565
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,883,060
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,109,625
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$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$1,870,000
Total contributions received or receivable from employer(s)2021-12-31$73,022
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$50,078
Expenses. Total of all expenses incurred2020-12-31$69,804
Benefits paid (including direct rollovers)2020-12-31$69,804
Total plan assets at end of year2020-12-31$2,109,625
Total plan assets at beginning of year2020-12-31$2,129,351
Value of fidelity bond covering the plan2020-12-31$460,065
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$0
Other income received2020-12-31$-39,922
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-19,726
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,109,625
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,129,351
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$2,070,000
Total contributions received or receivable from employer(s)2020-12-31$90,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$0
Total income from all sources2019-12-31$-195,342
Expenses. Total of all expenses incurred2019-12-31$64,256
Benefits paid (including direct rollovers)2019-12-31$64,256
Total plan assets at end of year2019-12-31$2,129,351
Total plan assets at beginning of year2019-12-31$2,388,949
Value of fidelity bond covering the plan2019-12-31$460,065
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$0
Other income received2019-12-31$-259,598
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-259,598
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,129,351
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,388,949
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$2,110,000
Total contributions received or receivable from employer(s)2019-12-31$64,256
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$0
Total income from all sources2018-12-31$-682,452
Expenses. Total of all expenses incurred2018-12-31$107,207
Benefits paid (including direct rollovers)2018-12-31$107,207
Total plan assets at end of year2018-12-31$2,388,949
Total plan assets at beginning of year2018-12-31$3,178,608
Value of fidelity bond covering the plan2018-12-31$460,065
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$0
Other income received2018-12-31$-789,659
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-789,659
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,388,949
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,178,608
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$2,370,000
Total contributions received or receivable from employer(s)2018-12-31$107,207
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$0
Total income from all sources2017-12-31$-202,662
Expenses. Total of all expenses incurred2017-12-31$363,384
Benefits paid (including direct rollovers)2017-12-31$363,359
Total plan assets at end of year2017-12-31$3,178,608
Total plan assets at beginning of year2017-12-31$3,744,654
Value of fidelity bond covering the plan2017-12-31$460,065
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$25
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-388,789
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-566,046
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,178,608
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,744,654
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$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$3,160,000
Total contributions received or receivable from employer(s)2017-12-31$186,127
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$110,756
Expenses. Total of all expenses incurred2016-12-31$134,529
Benefits paid (including direct rollovers)2016-12-31$134,504
Total plan assets at end of year2016-12-31$3,744,654
Total plan assets at beginning of year2016-12-31$3,768,427
Value of fidelity bond covering the plan2016-12-31$460,065
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$25
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-89,987
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-23,773
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,744,654
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,768,427
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$3,550,000
Total contributions received or receivable from employer(s)2016-12-31$200,743
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$0
Total income from all sources2015-12-31$-852,999
Expenses. Total of all expenses incurred2015-12-31$203,498
Benefits paid (including direct rollovers)2015-12-31$203,448
Total plan assets at end of year2015-12-31$3,768,427
Total plan assets at beginning of year2015-12-31$4,824,924
Value of fidelity bond covering the plan2015-12-31$460,065
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$50
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-959,981
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,056,497
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,768,427
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,824,924
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$3,640,000
Total contributions received or receivable from employer(s)2015-12-31$106,982
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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$41,503
Total income from all sources2014-12-31$792,732
Expenses. Total of all expenses incurred2014-12-31$14,204
Benefits paid (including direct rollovers)2014-12-31$13,831
Total plan assets at end of year2014-12-31$4,824,924
Total plan assets at beginning of year2014-12-31$4,087,899
Value of fidelity bond covering the plan2014-12-31$460,065
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$373
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$530,003
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$778,528
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,824,924
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,046,396
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$4,600,000
Total contributions received or receivable from employer(s)2014-12-31$262,729
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$41,503
Total plan liabilities at beginning of year2013-12-31$204,198
Total income from all sources2013-12-31$415,236
Expenses. Total of all expenses incurred2013-12-31$4,626
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$4,087,899
Total plan assets at beginning of year2013-12-31$3,839,984
Value of fidelity bond covering the plan2013-12-31$460,065
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$4,626
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$250,002
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$410,610
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,046,396
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,635,786
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$4,070,000
Total contributions received or receivable from employer(s)2013-12-31$165,234
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$356,548
Total plan liabilities at beginning of year2012-12-31$356,548
Total income from all sources2012-12-31$-460,000
Expenses. Total of all expenses incurred2012-12-31$389,766
Benefits paid (including direct rollovers)2012-12-31$389,766
Total plan assets at end of year2012-12-31$3,750,889
Total plan assets at beginning of year2012-12-31$4,600,655
Value of fidelity bond covering the plan2012-12-31$460,065
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-460,000
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-849,766
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,394,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,244,107
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$3,750,889
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$356,548
Total plan liabilities at beginning of year2011-12-31$508,329
Total income from all sources2011-12-31$1,555,861
Expenses. Total of all expenses incurred2011-12-31$15,836
Benefits paid (including direct rollovers)2011-12-31$2,383
Total plan assets at end of year2011-12-31$4,600,655
Total plan assets at beginning of year2011-12-31$3,212,411
Value of fidelity bond covering the plan2011-12-31$330,000
Expenses. Other expenses not covered elsewhere2011-12-31$13,453
Other income received2011-12-31$1,340,627
Net income (gross income less expenses)2011-12-31$1,540,025
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,244,107
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,704,082
Assets. Value of employer securities2011-12-31$4,280,000
Total contributions received or receivable from employer(s)2011-12-31$215,234
2010 : AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2010 401k financial data
Total plan liabilities at end of year2010-12-31$508,329
Total plan liabilities at beginning of year2010-12-31$656,734
Total income from all sources2010-12-31$867,619
Expenses. Total of all expenses incurred2010-12-31$61,614
Benefits paid (including direct rollovers)2010-12-31$41,449
Total plan assets at end of year2010-12-31$3,212,411
Total plan assets at beginning of year2010-12-31$2,554,811
Value of fidelity bond covering the plan2010-12-31$235,000
Expenses. Other expenses not covered elsewhere2010-12-31$20,165
Other income received2010-12-31$590,091
Net income (gross income less expenses)2010-12-31$806,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,704,082
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,898,077
Assets. Value of employer securities2010-12-31$2,940,000
Total contributions received or receivable from employer(s)2010-12-31$277,528

Form 5500 Responses for AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC.

2022: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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
2017: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMENDED AND RESTATED ESOP AND TRUST OF METCALF ARCHAEOLOGICAL CONSULTANTS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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