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METRO FIRE EQUIPMENT 401(K) PLAN 401k Plan overview

Plan NameMETRO FIRE EQUIPMENT 401(K) PLAN
Plan identification number 001

METRO FIRE EQUIPMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

METRO FIRE EQUIPMENT has sponsored the creation of one or more 401k plans.

Company Name:METRO FIRE EQUIPMENT
Employer identification number (EIN):860634166
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METRO FIRE EQUIPMENT 401(K) PLAN

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
0012017-01-01STEVE BENTZ STEVE BENTZ2018-10-15
0012016-01-01STEVE BENTZ STEVE BENTZ2018-05-08
0012016-01-01 STEVE BENTZ2018-04-10
0012016-01-01 STEVEN BENTZ2017-10-17
0012016-01-01 STEVE BENTZ2018-05-04
0012015-01-01STEVE BENTZ2016-10-17 STEVE BENTZ2016-10-17

Plan Statistics for METRO FIRE EQUIPMENT 401(K) PLAN

401k plan membership statisitcs for METRO FIRE EQUIPMENT 401(K) PLAN

Measure Date Value
2022: METRO FIRE EQUIPMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01309
Total number of active participants reported on line 7a of the Form 55002022-01-01330
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01370
Number of participants with account balances2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: METRO FIRE EQUIPMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01326
Total number of active participants reported on line 7a of the Form 55002021-01-01308
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01350
Number of participants with account balances2021-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: METRO FIRE EQUIPMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-01293
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01325
Number of participants with account balances2020-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: METRO FIRE EQUIPMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01274
Number of participants with account balances2019-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METRO FIRE EQUIPMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01200
Total number of active participants reported on line 7a of the Form 55002018-01-01228
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METRO FIRE EQUIPMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01193
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METRO FIRE EQUIPMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on METRO FIRE EQUIPMENT 401(K) PLAN

Measure Date Value
2022 : METRO FIRE EQUIPMENT 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-45,134
Total of all expenses incurred2022-12-31$296,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$304,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$933,225
Value of total assets at end of year2022-12-31$5,733,586
Value of total assets at beginning of year2022-12-31$6,075,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-7,597
Total interest from all sources2022-12-31$4,967
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$284,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$284,139
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$580,266
Participant contributions at end of year2022-12-31$133,187
Participant contributions at beginning of year2022-12-31$117,621
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,076
Other income not declared elsewhere2022-12-31$44,646
Total non interest bearing cash at end of year2022-12-31$8,399
Total non interest bearing cash at beginning of year2022-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-341,680
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,733,586
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,075,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$-8,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,592,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,957,589
Interest on participant loans2022-12-31$4,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,312,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$349,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$304,143
Contract administrator fees2022-12-31$675
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY, CPAS
Accountancy firm EIN2022-12-31813666578
2021 : METRO FIRE EQUIPMENT 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,846,833
Total of all expenses incurred2021-12-31$221,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$183,046
Expenses. Certain deemed distributions of participant loans2021-12-31$30,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$837,392
Value of total assets at end of year2021-12-31$6,075,266
Value of total assets at beginning of year2021-12-31$4,450,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,426
Total interest from all sources2021-12-31$7,565
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$273,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$273,482
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$509,591
Participant contributions at end of year2021-12-31$117,621
Participant contributions at beginning of year2021-12-31$102,669
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$667
Other income not declared elsewhere2021-12-31$229,582
Total non interest bearing cash at end of year2021-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,625,108
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,075,266
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,450,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,957,589
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,347,489
Interest on participant loans2021-12-31$7,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$498,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$327,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$183,046
Contract administrator fees2021-12-31$675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY, CPAS
Accountancy firm EIN2021-12-31813666578
2020 : METRO FIRE EQUIPMENT 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,353,934
Total of all expenses incurred2020-12-31$265,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$241,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$722,383
Value of total assets at end of year2020-12-31$4,450,158
Value of total assets at beginning of year2020-12-31$3,361,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,969
Total interest from all sources2020-12-31$6,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$422,310
Participant contributions at end of year2020-12-31$102,669
Participant contributions at beginning of year2020-12-31$111,747
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,088,596
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,450,158
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,361,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,169
Value of interest in pooled separate accounts at end of year2020-12-31$4,347,489
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,249,815
Interest on participant loans2020-12-31$6,291
Net investment gain/loss from pooled separate accounts2020-12-31$625,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$269,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$241,369
Contract administrator fees2020-12-31$800
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEGACY, CPAS
Accountancy firm EIN2020-12-31813666578
2019 : METRO FIRE EQUIPMENT 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,122,277
Total income from all sources (including contributions)2019-12-31$1,122,277
Total of all expenses incurred2019-12-31$160,558
Total of all expenses incurred2019-12-31$160,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$580,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$580,657
Value of total assets at end of year2019-12-31$3,361,562
Value of total assets at end of year2019-12-31$3,361,562
Value of total assets at beginning of year2019-12-31$2,399,843
Value of total assets at beginning of year2019-12-31$2,399,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,507
Total interest from all sources2019-12-31$4,529
Total interest from all sources2019-12-31$4,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$348,775
Contributions received from participants2019-12-31$348,775
Participant contributions at end of year2019-12-31$111,747
Participant contributions at end of year2019-12-31$111,747
Participant contributions at beginning of year2019-12-31$54,518
Participant contributions at beginning of year2019-12-31$54,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$961,719
Value of net income/loss2019-12-31$961,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,361,562
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,361,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,399,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,399,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,507
Investment advisory and management fees2019-12-31$18,507
Value of interest in pooled separate accounts at end of year2019-12-31$3,249,815
Value of interest in pooled separate accounts at end of year2019-12-31$3,249,815
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,345,325
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,345,325
Interest on participant loans2019-12-31$4,529
Interest on participant loans2019-12-31$4,529
Net investment gain/loss from pooled separate accounts2019-12-31$537,091
Net investment gain/loss from pooled separate accounts2019-12-31$537,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$231,882
Contributions received in cash from employer2019-12-31$231,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,051
Contract administrator fees2019-12-31$1,000
Contract administrator fees2019-12-31$1,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEGACY, CPAS
Accountancy firm name2019-12-31LEGACY, CPAS
Accountancy firm EIN2019-12-31813666578
Accountancy firm EIN2019-12-31813666578
2018 : METRO FIRE EQUIPMENT 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$250,568
Total of all expenses incurred2018-12-31$66,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$50,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$454,528
Value of total assets at end of year2018-12-31$2,399,843
Value of total assets at beginning of year2018-12-31$2,215,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,097
Total interest from all sources2018-12-31$2,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$254,860
Participant contributions at end of year2018-12-31$54,518
Participant contributions at beginning of year2018-12-31$25,125
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$184,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,399,843
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,215,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,197
Value of interest in pooled separate accounts at end of year2018-12-31$2,345,325
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,190,477
Interest on participant loans2018-12-31$2,213
Net investment gain/loss from pooled separate accounts2018-12-31$-206,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$184,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,230
Contract administrator fees2018-12-31$900
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEGACY, CPAS
Accountancy firm EIN2018-12-31813666578
2017 : METRO FIRE EQUIPMENT 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$767,428
Total of all expenses incurred2017-12-31$407,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$394,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$450,623
Value of total assets at end of year2017-12-31$2,215,602
Value of total assets at beginning of year2017-12-31$1,855,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,209
Total interest from all sources2017-12-31$796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$238,717
Participant contributions at end of year2017-12-31$25,125
Participant contributions at beginning of year2017-12-31$6,016
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$359,899
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,215,602
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,855,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,359
Value of interest in pooled separate accounts at end of year2017-12-31$2,190,477
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,849,687
Interest on participant loans2017-12-31$796
Net investment gain/loss from pooled separate accounts2017-12-31$316,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$176,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$394,320
Contract administrator fees2017-12-31$850
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEGACY, CPAS
Accountancy firm EIN2017-12-31813666578
2016 : METRO FIRE EQUIPMENT 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$533,343
Total of all expenses incurred2016-12-31$113,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$103,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,950
Value of total assets at end of year2016-12-31$1,855,703
Value of total assets at beginning of year2016-12-31$1,435,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,170
Total interest from all sources2016-12-31$17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$246,006
Participant contributions at end of year2016-12-31$6,016
Other income not declared elsewhere2016-12-31$67
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$419,987
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,855,703
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,435,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,570
Value of interest in pooled separate accounts at end of year2016-12-31$1,849,687
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,435,716
Interest on participant loans2016-12-31$17
Net investment gain/loss from pooled separate accounts2016-12-31$110,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$176,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$103,186
Contract administrator fees2016-12-31$600
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEGACY, CPAS
Accountancy firm EIN2016-12-31813666578

Form 5500 Responses for METRO FIRE EQUIPMENT 401(K) PLAN

2022: METRO FIRE EQUIPMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: METRO FIRE EQUIPMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METRO FIRE EQUIPMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METRO FIRE EQUIPMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METRO FIRE EQUIPMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METRO FIRE EQUIPMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METRO FIRE EQUIPMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116097
Policy instance 1
Insurance contract or identification number116097
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-03-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees285
Additional information about fees paid to insurance brokerTRANSACTION PROCESSING
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116097
Policy instance 1
Insurance contract or identification number116097
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2607
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116097
Policy instance 1
Insurance contract or identification number116097
Number of Individuals Covered130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2428
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION FEE
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116097
Policy instance 1
Insurance contract or identification number116097
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2112
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116097
Policy instance 1
Insurance contract or identification number116097
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,403
Total amount of fees paid to insurance companyUSD $1,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,403
Insurance broker organization code?3
Amount paid for insurance broker fees1813
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameSUNBURST PENSION SERVICES

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