Logo

MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameMFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

MOBILIZATION FOR JUSTICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOBILIZATION FOR JUSTICE, INC.
Employer identification number (EIN):132622748
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ANU GARFIELD2018-10-10
0032016-01-01ANU GARFIELD2017-10-12
0032015-01-01JULIETTE BISTOURY2016-09-28
0032014-01-01JULIETTE BISTOURY2015-09-08
0032013-01-01JULIETTE BISTOURY2014-05-21
0032012-01-01JULIETTE BISTOURY2013-07-23
0032011-01-01JULIETTE BISTOURY2013-02-05
0032010-01-01JULIETTE BISTOURY2013-02-05
0032008-01-01JULIETTE BISTOURY
0032007-01-01JULIETTE BISTOURY
0032006-01-01JULIETTE BISTOURY

Plan Statistics for MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01231
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01143
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01215
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01183
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01183
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-479,582
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$236,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$192,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,100,075
Value of total assets at end of year2022-12-31$15,351,877
Value of total assets at beginning of year2022-12-31$16,067,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,141
Total interest from all sources2022-12-31$5,082
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$283,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$283,834
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,126,879
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$82,782
Assets. Loans (other than to participants) at end of year2022-12-31$132,583
Assets. Loans (other than to participants) at beginning of year2022-12-31$89,944
Other income not declared elsewhere2022-12-31$6,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-715,752
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,351,877
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,067,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,320,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,316,877
Value of interest in pooled separate accounts at end of year2022-12-31$258,039
Value of interest in pooled separate accounts at beginning of year2022-12-31$236,188
Interest on participant loans2022-12-31$5,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$640,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$424,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,894,384
Net investment gain/loss from pooled separate accounts2022-12-31$19,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$890,414
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$192,029
Contract administrator fees2022-12-31$19,655
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2022-12-31222027092
2021 : MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,890,392
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$566,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$524,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,982,590
Value of total assets at end of year2021-12-31$16,067,629
Value of total assets at beginning of year2021-12-31$12,743,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,354
Total interest from all sources2021-12-31$16,331
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$284,544
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$284,544
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$993,130
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$347
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$187,463
Assets. Loans (other than to participants) at end of year2021-12-31$89,944
Assets. Loans (other than to participants) at beginning of year2021-12-31$34,920
Other income not declared elsewhere2021-12-31$8,524
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$3,324,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,067,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,743,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,316,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,077,096
Value of interest in pooled separate accounts at end of year2021-12-31$236,188
Value of interest in pooled separate accounts at beginning of year2021-12-31$186,529
Interest on participant loans2021-12-31$2,342
Interest earned on other investments2021-12-31$13,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$424,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$444,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,563,584
Net investment gain/loss from pooled separate accounts2021-12-31$34,819
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$801,997
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$524,675
Contract administrator fees2021-12-31$17,496
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 name2021-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2021-12-31222027092
2020 : MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,191,802
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$163,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$137,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,543,341
Value of total assets at end of year2020-12-31$12,743,266
Value of total assets at beginning of year2020-12-31$9,714,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,254
Total interest from all sources2020-12-31$18,393
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$136,596
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$136,596
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$800,547
Participant contributions at end of year2020-12-31$347
Participant contributions at beginning of year2020-12-31$25,964
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,409
Assets. Loans (other than to participants) at end of year2020-12-31$34,920
Assets. Loans (other than to participants) at beginning of year2020-12-31$46,405
Other income not declared elsewhere2020-12-31$7,182
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$3,028,647
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,743,266
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,714,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,077,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,996,039
Value of interest in pooled separate accounts at end of year2020-12-31$186,529
Value of interest in pooled separate accounts at beginning of year2020-12-31$192,674
Interest on participant loans2020-12-31$3,359
Interest earned on other investments2020-12-31$15,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$444,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$429,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,487,939
Net investment gain/loss from pooled separate accounts2020-12-31$-1,649
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$660,385
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$23,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$137,901
Contract administrator fees2020-12-31$10,684
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 name2020-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$20,220
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$2,990,610
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$559,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$547,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,492,541
Value of total assets at end of year2019-12-31$9,714,619
Value of total assets at beginning of year2019-12-31$7,263,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,224
Total interest from all sources2019-12-31$19,169
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$97,911
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$97,911
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$699,090
Participant contributions at end of year2019-12-31$25,964
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$288,336
Assets. Loans (other than to participants) at end of year2019-12-31$46,405
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$6,121
Administrative expenses (other) incurred2019-12-31$0
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,430,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,714,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,263,628
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$8,996,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,769,767
Value of interest in pooled separate accounts at end of year2019-12-31$192,674
Value of interest in pooled separate accounts at beginning of year2019-12-31$365,491
Interest on participant loans2019-12-31$1,498
Interest earned on other investments2019-12-31$17,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$429,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,128,370
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$80,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,361,011
Net investment gain/loss from pooled separate accounts2019-12-31$13,857
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$505,115
Employer contributions (assets) at end of year2019-12-31$23,588
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$466,664
Contract administrator fees2019-12-31$12,224
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 name2019-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2019-12-31222027092
2018 : MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$729,665
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$47,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,056,310
Value of total assets at end of year2018-12-31$7,263,628
Value of total assets at beginning of year2018-12-31$6,581,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$35,440
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$592,568
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,846
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$682,311
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,263,628
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,581,317
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$5,769,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,249,214
Value of interest in pooled separate accounts at end of year2018-12-31$365,491
Value of interest in pooled separate accounts at beginning of year2018-12-31$330,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$35,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,128,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,001,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-378,470
Net investment gain/loss from pooled separate accounts2018-12-31$16,385
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$420,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$47,354
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 name2018-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2018-12-31222027092

Form 5500 Responses for MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2022: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2008: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: MFY LEGAL SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388692
Policy instance 1
Insurance contract or identification number388692
Number of Individuals Covered116
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388692
Policy instance 1
Insurance contract or identification number388692
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388692
Policy instance 1
Insurance contract or identification number388692
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388692
Policy instance 1
Insurance contract or identification number388692
Number of Individuals Covered134
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388692
Policy instance 1
Insurance contract or identification number388692
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number390065
Policy instance 2
Insurance contract or identification number390065
Number of Individuals Covered127
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1