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R.P. MARZILLI RETIREMENT PLAN 401k Plan overview

Plan NameR.P. MARZILLI RETIREMENT PLAN
Plan identification number 001

R.P. MARZILLI RETIREMENT 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
  • 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

R.P. MARZILLI & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.P. MARZILLI & COMPANY, INC.
Employer identification number (EIN):042857197
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.P. MARZILLI RETIREMENT 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE E. MARZILLI
0012016-01-01CHRISTINE MARZILLI
0012015-01-01CHRISTINE MARZILLI
0012014-01-01CHRISTINE MARZILLI
0012013-01-01CHRISTINE MARZILLI
0012012-01-01CHRISTINE MARZILLI
0012011-01-01CHRISTINE MARZILLI2012-10-09
0012010-01-01CHRISTINE MARZILLI2011-07-07

Plan Statistics for R.P. MARZILLI RETIREMENT PLAN

401k plan membership statisitcs for R.P. MARZILLI RETIREMENT PLAN

Measure Date Value
2022: R.P. MARZILLI RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: R.P. MARZILLI RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01150
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: R.P. MARZILLI RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01152
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: R.P. MARZILLI RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01153
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: R.P. MARZILLI RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01142
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: R.P. MARZILLI RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: R.P. MARZILLI RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: R.P. MARZILLI RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: R.P. MARZILLI RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: R.P. MARZILLI RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01117
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: R.P. MARZILLI RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-0171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018

Financial Data on R.P. MARZILLI RETIREMENT PLAN

Measure Date Value
2022 : R.P. MARZILLI RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total transfer of assets to this plan2022-05-31$0
Total transfer of assets from this plan2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$-888,927
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$6,270,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$6,235,536
Expenses. Certain deemed distributions of participant loans2022-05-31$2,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$0
Value of total assets at end of year2022-05-31$0
Value of total assets at beginning of year2022-05-31$7,159,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$32,655
Total interest from all sources2022-05-31$3,946
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$6,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$6,955
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Participant contributions at beginning of year2022-05-31$110,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$388
Other income not declared elsewhere2022-05-31$13,363
Administrative expenses (other) incurred2022-05-31$32,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-7,159,216
Value of net assets at end of year (total assets less liabilities)2022-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$7,159,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$6,163,309
Interest on participant loans2022-05-31$3,946
Value of interest in common/collective trusts at beginning of year2022-05-31$854,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-917,253
Net investment gain or loss from common/collective trusts2022-05-31$4,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$0
Employer contributions (assets) at beginning of year2022-05-31$30,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$6,235,148
Did the plan have assets held for investment2022-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31Yes
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31E. J. CALLAHAN & ASSOCIATES LLC
Accountancy firm EIN2022-05-31464547996
2021 : R.P. MARZILLI RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,763,917
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$244,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$187,094
Expenses. Certain deemed distributions of participant loans2021-12-31$9,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,027,277
Value of total assets at end of year2021-12-31$7,159,216
Value of total assets at beginning of year2021-12-31$5,640,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,427
Total interest from all sources2021-12-31$3,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$666,413
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$666,413
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$631,023
Participant contributions at end of year2021-12-31$110,271
Participant contributions at beginning of year2021-12-31$80,530
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$93,872
Other income not declared elsewhere2021-12-31$23,694
Administrative expenses (other) incurred2021-12-31$48,427
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$1,519,100
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,159,216
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,640,116
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,163,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,728,258
Interest on participant loans2021-12-31$3,588
Value of interest in common/collective trusts at end of year2021-12-31$854,796
Value of interest in common/collective trusts at beginning of year2021-12-31$831,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,324
Net investment gain or loss from common/collective trusts2021-12-31$11,621
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$302,382
Employer contributions (assets) at end of year2021-12-31$30,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$187,094
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 name2021-12-31E. J. CALLAHAN & ASSOCIATES LLC
Accountancy firm EIN2021-12-31464547996
2020 : R.P. MARZILLI RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,139,117
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$576,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$525,313
Expenses. Certain deemed distributions of participant loans2020-12-31$23
Value of total corrective distributions2020-12-31$30,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$476,377
Value of total assets at end of year2020-12-31$5,640,116
Value of total assets at beginning of year2020-12-31$5,077,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,859
Total interest from all sources2020-12-31$3,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$134,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$134,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$420,429
Participant contributions at end of year2020-12-31$80,530
Participant contributions at beginning of year2020-12-31$52,346
Administrative expenses (other) incurred2020-12-31$20,859
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$562,718
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,640,116
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,077,398
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,728,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,218,690
Interest on participant loans2020-12-31$3,623
Value of interest in common/collective trusts at end of year2020-12-31$831,328
Value of interest in common/collective trusts at beginning of year2020-12-31$806,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$506,935
Net investment gain or loss from common/collective trusts2020-12-31$17,432
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$55,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$525,313
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 name2020-12-31E. J. CALLAHAN & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31464547999
2019 : R.P. MARZILLI RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,246,194
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$414,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$386,997
Expenses. Certain deemed distributions of participant loans2019-12-31$6,638
Value of total corrective distributions2019-12-31$1,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$479,467
Value of total assets at end of year2019-12-31$5,077,398
Value of total assets at beginning of year2019-12-31$4,245,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,981
Total interest from all sources2019-12-31$2,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$132,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$132,455
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$425,000
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
Contributions received from participants2019-12-31$416,566
Participant contributions at end of year2019-12-31$52,346
Participant contributions at beginning of year2019-12-31$60,628
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,410
Administrative expenses (other) incurred2019-12-31$19,981
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$831,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,077,398
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,245,911
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,218,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,185,283
Interest on participant loans2019-12-31$2,967
Value of interest in common/collective trusts at end of year2019-12-31$806,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$621,236
Net investment gain or loss from common/collective trusts2019-12-31$10,069
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$54,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$386,997
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2019-12-31020458972
2018 : R.P. MARZILLI RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$287,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$167,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$131,243
Expenses. Certain deemed distributions of participant loans2018-12-31$12,592
Value of total corrective distributions2018-12-31$5,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$480,688
Value of total assets at end of year2018-12-31$4,245,911
Value of total assets at beginning of year2018-12-31$4,126,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,854
Total interest from all sources2018-12-31$2,501
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$134,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$134,908
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$413,000
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$367,277
Participant contributions at end of year2018-12-31$60,628
Participant contributions at beginning of year2018-12-31$63,397
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,225
Administrative expenses (other) incurred2018-12-31$17,854
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$119,904
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,245,911
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,126,007
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,185,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,062,610
Interest on participant loans2018-12-31$2,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-330,539
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$48,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$131,243
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 name2018-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2018-12-31020458972
2017 : R.P. MARZILLI RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$832,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$505,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$496,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$332,416
Value of total assets at end of year2017-12-31$4,126,007
Value of total assets at beginning of year2017-12-31$3,798,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,107
Total interest from all sources2017-12-31$1,891
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,463
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$380,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$297,641
Participant contributions at end of year2017-12-31$63,397
Participant contributions at beginning of year2017-12-31$65,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$312,247
Administrative expenses (other) incurred2017-12-31$9,107
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$327,581
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,126,007
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,798,426
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,062,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,732,577
Interest on participant loans2017-12-31$1,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$410,125
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$34,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$183,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2017-12-31020458972
2016 : R.P. MARZILLI RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$572,942
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$279,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,368
Expenses. Certain deemed distributions of participant loans2016-12-31$6,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,396
Value of total assets at end of year2016-12-31$3,798,426
Value of total assets at beginning of year2016-12-31$3,505,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,107
Total interest from all sources2016-12-31$1,877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$379,843
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$257,443
Participant contributions at end of year2016-12-31$65,849
Participant contributions at beginning of year2016-12-31$71,615
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,412
Administrative expenses (other) incurred2016-12-31$3,107
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$293,349
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,798,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,505,077
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,732,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,433,462
Interest on participant loans2016-12-31$1,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$275,669
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$35,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,368
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 name2016-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2016-12-31020458972
2015 : R.P. MARZILLI RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$295,604
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$190,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$167,351
Expenses. Certain deemed distributions of participant loans2015-12-31$19,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$330,473
Value of total assets at end of year2015-12-31$3,505,077
Value of total assets at beginning of year2015-12-31$3,399,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,885
Total interest from all sources2015-12-31$2,005
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$339,975
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$249,528
Participant contributions at end of year2015-12-31$71,615
Participant contributions at beginning of year2015-12-31$77,282
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,259
Administrative expenses (other) incurred2015-12-31$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$105,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,505,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,399,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,433,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,322,460
Interest on participant loans2015-12-31$2,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$25,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$167,351
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2015-12-31020458972
2014 : R.P. MARZILLI RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$432,771
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$286,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$273,617
Expenses. Certain deemed distributions of participant loans2014-12-31$4,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$234,632
Value of total assets at end of year2014-12-31$3,399,742
Value of total assets at beginning of year2014-12-31$3,253,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,215
Total interest from all sources2014-12-31$2,063
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$325,372
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$207,233
Participant contributions at end of year2014-12-31$77,282
Participant contributions at beginning of year2014-12-31$84,707
Administrative expenses (other) incurred2014-12-31$8,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$146,029
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,399,742
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,253,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,322,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,169,006
Interest on participant loans2014-12-31$2,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$196,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$273,617
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2014-12-31020458972
2013 : R.P. MARZILLI RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$779,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$220,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$193,453
Expenses. Certain deemed distributions of participant loans2013-12-31$10,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$291,479
Value of total assets at end of year2013-12-31$3,253,713
Value of total assets at beginning of year2013-12-31$2,695,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,540
Total interest from all sources2013-12-31$3,247
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$269,512
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$177,314
Participant contributions at end of year2013-12-31$84,707
Participant contributions at beginning of year2013-12-31$100,309
Administrative expenses (other) incurred2013-12-31$16,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$558,593
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,253,713
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,695,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,169,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,594,811
Interest on participant loans2013-12-31$3,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$484,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$114,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$193,453
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2013-12-31020458972
2012 : R.P. MARZILLI RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$495,520
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$166,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$165,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$195,845
Value of total assets at end of year2012-12-31$2,695,120
Value of total assets at beginning of year2012-12-31$2,365,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,100
Total interest from all sources2012-12-31$3,387
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$269,512
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$170,399
Participant contributions at end of year2012-12-31$100,309
Participant contributions at beginning of year2012-12-31$130,253
Administrative expenses (other) incurred2012-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$329,212
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,695,120
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,365,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,594,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,235,655
Interest on participant loans2012-12-31$3,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$296,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$165,208
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEDAGLIA & CO., INC.
Accountancy firm EIN2012-12-31020458972

Form 5500 Responses for R.P. MARZILLI RETIREMENT PLAN

2022: R.P. MARZILLI RETIREMENT 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R.P. MARZILLI RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: R.P. MARZILLI RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: R.P. MARZILLI RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R.P. MARZILLI RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R.P. MARZILLI RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This 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: R.P. MARZILLI RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R.P. MARZILLI RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R.P. MARZILLI RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.P. MARZILLI RETIREMENT 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: R.P. MARZILLI RETIREMENT 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

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