401k Plan data: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST plan

M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST
Plan identification number	001

M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M & S ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: M & S ASSOCIATES, INC.

Employer identification number (EIN): 920127664

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about M & S ASSOCIATES, INC.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development

Incorporation Date: 2009-09-29

Company Identification Number: 125361

Legal Registered Office Address: 2285 TROUT STREET

JUNEAU
United States of America (USA)
99801

More information about M & S ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WILLIAM LALIBERTE 2024-01-31
001 2022-01-01 WILLIAM LALIBERTE 2023-03-01
001 2021-01-01 WILLIAM LALIBERTE 2022-03-10
001 2020-01-01 MARK ERICKSON 2021-03-09
001 2019-01-01 MARK ERICKSON 2020-03-11
001 2018-01-01 MARK ERICKSON 2019-05-08
001 2017-01-01 MARK ERICKSON 2018-06-15
001 2016-01-01 MARK ERICKSON 2017-08-21
001 2015-01-01 MARK ERICKSON
001 2014-01-01 MARK ERICKSON
001 2013-01-01 MARK ERICKSON
001 2012-01-01 MARK ERICKSON
001 2011-01-01 MARK ERICKSON
001 2010-01-01 MARK ERICKSON 2011-03-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	WILLIAM LALIBERTE	2024-01-31
001	2022-01-01	WILLIAM LALIBERTE	2023-03-01
001	2021-01-01	WILLIAM LALIBERTE	2022-03-10
001	2020-01-01	MARK ERICKSON	2021-03-09
001	2019-01-01	MARK ERICKSON	2020-03-11
001	2018-01-01	MARK ERICKSON	2019-05-08
001	2017-01-01	MARK ERICKSON	2018-06-15
001	2016-01-01	MARK ERICKSON	2017-08-21
001	2015-01-01	MARK ERICKSON
001	2014-01-01	MARK ERICKSON
001	2013-01-01	MARK ERICKSON
001	2012-01-01	MARK ERICKSON
001	2011-01-01	MARK ERICKSON
001	2010-01-01	MARK ERICKSON	2011-03-16

Plan Statistics for M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST

Measure Date Value
2015: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 91
Total participants 2015-01-01 91
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 109
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 113
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 127
Number of participants with account balances 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	91
Total participants	2015-01-01	91
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	109
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	113
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	127
Number of participants with account balances	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2015 : M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$199,167
Total of all expenses incurred	2015-12-31	$134,109
Value of total corrective distributions	2015-12-31	$132,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$232,543
Value of total assets at end of year	2015-12-31	$2,400,469
Value of total assets at beginning of year	2015-12-31	$2,335,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,628
Total interest from all sources	2015-12-31	$1,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$233,541
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$173,143
Participant contributions at end of year	2015-12-31	$21,466
Participant contributions at beginning of year	2015-12-31	$31,647
Administrative expenses (other) incurred	2015-12-31	$1,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$65,058
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,400,469
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,335,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,379,003
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,303,764
Interest on participant loans	2015-12-31	$1,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-34,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$59,400
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LP
Accountancy firm EIN	2015-12-31	910189318
2014 : M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$322,965
Total of all expenses incurred	2014-12-31	$7,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$235,810
Value of total assets at end of year	2014-12-31	$2,335,411
Value of total assets at beginning of year	2014-12-31	$2,020,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,479
Total interest from all sources	2014-12-31	$1,403
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$9,762
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$202,037
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$174,412
Participant contributions at end of year	2014-12-31	$31,647
Participant contributions at beginning of year	2014-12-31	$37,099
Administrative expenses (other) incurred	2014-12-31	$1,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$315,040
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,335,411
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,020,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,498,134
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,303,764
Interest on participant loans	2014-12-31	$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$485,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$485,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$88,244
Net investment gain/loss from pooled separate accounts	2014-12-31	$-12,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$61,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$489,641
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$337,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$335,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$201,979
Value of total assets at end of year	2013-12-31	$2,020,371
Value of total assets at beginning of year	2013-12-31	$1,868,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,070
Total interest from all sources	2013-12-31	$2,653
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$148,521
Participant contributions at end of year	2013-12-31	$37,099
Participant contributions at beginning of year	2013-12-31	$91,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$152,278
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,020,371
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,868,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,498,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,486,560
Interest on participant loans	2013-12-31	$2,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$485,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$289,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$289,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$285,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$53,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$335,293
Contract administrator fees	2013-12-31	$2,070
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$356,728
Expenses. Total of all expenses incurred	2012-12-31	$54,801
Benefits paid (including direct rollovers)	2012-12-31	$54,641
Total plan assets at end of year	2012-12-31	$1,868,093
Total plan assets at beginning of year	2012-12-31	$1,566,166
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$149,280
Expenses. Other expenses not covered elsewhere	2012-12-31	$160
Other income received	2012-12-31	$156,564
Net income (gross income less expenses)	2012-12-31	$301,927
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,868,093
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,566,166
Assets. Value of participant loans	2012-12-31	$91,566
Total contributions received or receivable from employer(s)	2012-12-31	$50,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$148,655
Expenses. Total of all expenses incurred	2011-12-31	$61,903
Benefits paid (including direct rollovers)	2011-12-31	$61,903
Total plan assets at end of year	2011-12-31	$1,566,166
Total plan assets at beginning of year	2011-12-31	$1,479,414
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$135,755
Other income received	2011-12-31	$-31,558
Net income (gross income less expenses)	2011-12-31	$86,752
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,566,166
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,479,414
Total contributions received or receivable from employer(s)	2011-12-31	$44,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST

2015: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: M & S ASSOCIATES, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	51
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,617
Total amount of fees paid to insurance company	USD $6,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,617
Insurance broker organization code?	3
Amount paid for insurance broker fees	6435
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	HUNNEX & SHOEMAKER

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	56
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	M & S ASSOCIATES, INC.
Employer identification number (EIN):	920127664
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Alaska Department Commerce, Community & Economic Development
Incorporation Date:	2009-09-29
Company Identification Number:	125361
Legal Registered Office Address:	2285 TROUT STREET JUNEAU United States of America (USA) 99801