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DONALD A. MATHESON, PLC PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD A. MATHESON, PLC PROFIT SHARING PLAN
Plan identification number 001

DONALD A. MATHESON, PLC PROFIT SHARING PLAN 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
  • 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.
  • 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

DONALD A. MATHESON, PLC has sponsored the creation of one or more 401k plans.

Company Name:DONALD A. MATHESON, PLC
Employer identification number (EIN):860944357
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD A. MATHESON, PLC PROFIT SHARING 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01DONALD MATHESON DONALD MATHESON2014-09-12
0012012-01-01DONALD MATHESON DONALD MATHESON2013-07-31
0012011-01-01DONALD A. MATHESON DONALD A. MATHESON2012-06-27
0012010-01-01DONALD MATHESON DONALD MATHESON2011-10-04
0012009-01-01DONALD MATHESON DONALD MATHESON2010-09-13

Plan Statistics for DONALD A. MATHESON, PLC PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD A. MATHESON, PLC PROFIT SHARING PLAN

Measure Date Value
2014: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-016
2012: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
2011: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DONALD A. MATHESON, PLC PROFIT SHARING PLAN

Measure Date Value
2014 : DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$155,325
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,399,039
Total plan assets at beginning of year2014-12-31$1,243,714
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$43,920
Net income (gross income less expenses)2014-12-31$155,325
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,399,039
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,243,714
Total contributions received or receivable from employer(s)2014-12-31$111,405
2013 : DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$248,697
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,243,714
Total plan assets at beginning of year2013-12-31$995,017
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$142,207
Net income (gross income less expenses)2013-12-31$248,697
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,243,714
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$995,017
Total contributions received or receivable from employer(s)2013-12-31$106,490
2012 : DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$175,323
Expenses. Total of all expenses incurred2012-12-31$14,836
Benefits paid (including direct rollovers)2012-12-31$14,836
Total plan assets at end of year2012-12-31$995,017
Total plan assets at beginning of year2012-12-31$834,530
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$59,568
Net income (gross income less expenses)2012-12-31$160,487
Net plan assets at end of year (total assets less liabilities)2012-12-31$995,017
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$834,530
Total contributions received or receivable from employer(s)2012-12-31$115,755
2011 : DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$135,267
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$834,530
Total plan assets at beginning of year2011-12-31$699,263
Value of fidelity bond covering the plan2011-12-31$90,000
Other income received2011-12-31$17,457
Net income (gross income less expenses)2011-12-31$135,267
Net plan assets at end of year (total assets less liabilities)2011-12-31$834,530
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$699,263
Total contributions received or receivable from employer(s)2011-12-31$117,810
2010 : DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$121,147
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$699,263
Total plan assets at beginning of year2010-12-31$578,116
Value of fidelity bond covering the plan2010-12-31$70,000
Other income received2010-12-31$121,147
Net income (gross income less expenses)2010-12-31$121,147
Net plan assets at end of year (total assets less liabilities)2010-12-31$699,263
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$578,116

Form 5500 Responses for DONALD A. MATHESON, PLC PROFIT SHARING PLAN

2014: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 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: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 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
2010: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONALD A. MATHESON, PLC PROFIT SHARING PLAN 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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