Plan Name | MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MONROE TRACTOR & IMPLEMENT COMPANY, INC. |
Employer identification number (EIN): | 160850083 |
NAIC Classification: | 423800 |
Additional information about MONROE TRACTOR & IMPLEMENT COMPANY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1961-11-09 |
Company Identification Number: | 142449 |
Legal Registered Office Address: |
1001 LEHIGH STATION ROAD Monroe HENRIETTA United States of America (USA) 14467 |
More information about MONROE TRACTOR & IMPLEMENT COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2023-01-01 | ||||
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2018-10-09 | |
003 | 2016-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2017-10-06 | |
003 | 2015-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2016-09-29 | |
003 | 2014-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2015-09-29 | |
003 | 2013-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2014-10-01 | |
003 | 2012-01-01 | MICHAEL CELENTANO | MICHAEL CELENTANO | 2013-10-07 | |
003 | 2011-01-01 | MICHAEL CELENTANO | |||
003 | 2010-01-01 | MICHAEL CELENTANO | |||
003 | 2009-01-01 | MICHAEL CELENTANO |
Measure | Date | Value |
---|---|---|
2023: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
Total of all active and inactive participants | 2022-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 313 |
Number of participants with account balances | 2022-01-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 79 |
Total of all active and inactive participants | 2021-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 274 |
Number of participants with account balances | 2021-01-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 310 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 64 |
Total of all active and inactive participants | 2020-01-01 | 255 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 255 |
Number of participants with account balances | 2020-01-01 | 255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 95 |
Total of all active and inactive participants | 2019-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 295 |
Number of participants with account balances | 2019-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 102 |
Total of all active and inactive participants | 2018-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 289 |
Number of participants with account balances | 2018-01-01 | 288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 103 |
Total of all active and inactive participants | 2017-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 31 |
2016: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 91 |
Total of all active and inactive participants | 2016-01-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 259 |
Number of participants with account balances | 2016-01-01 | 259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 83 |
Total of all active and inactive participants | 2015-01-01 | 243 |
Total participants | 2015-01-01 | 243 |
Number of participants with account balances | 2015-01-01 | 242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 73 |
Total of all active and inactive participants | 2014-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 231 |
Number of participants with account balances | 2014-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 61 |
Total of all active and inactive participants | 2013-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 206 |
Number of participants with account balances | 2013-01-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 47 |
Total of all active and inactive participants | 2012-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 196 |
Number of participants with account balances | 2012-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 50 |
Total of all active and inactive participants | 2011-01-01 | 190 |
Total participants | 2011-01-01 | 190 |
Number of participants with account balances | 2011-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 32 |
Total of all active and inactive participants | 2010-01-01 | 176 |
Total participants | 2010-01-01 | 176 |
Number of participants with account balances | 2010-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 30 |
Total of all active and inactive participants | 2009-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 148 |
Number of participants with account balances | 2009-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2023 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $0 |
Total income from all sources (including contributions) | 2023-07-31 | $0 |
Total loss/gain on sale of assets | 2023-07-31 | $0 |
Total of all expenses incurred | 2023-07-31 | $1,582,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-31 | $1,582,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-31 | $0 |
Value of total assets at end of year | 2023-07-31 | $0 |
Value of total assets at beginning of year | 2023-07-31 | $1,582,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-31 | $0 |
Total interest from all sources | 2023-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-07-31 | $0 |
Was this plan covered by a fidelity bond | 2023-07-31 | Yes |
Value of fidelity bond cover | 2023-07-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2023-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-07-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
Value of net income/loss | 2023-07-31 | $-1,582,817 |
Value of net assets at end of year (total assets less liabilities) | 2023-07-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-07-31 | $1,582,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-07-31 | No |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-07-31 | $1,582,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-07-31 | $1,582,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-31 | $1,582,817 |
Did the plan have assets held for investment | 2023-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-07-31 | Unqualified |
Accountancy firm name | 2023-07-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2023-07-31 | 150551397 |
2022 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $63,456 |
Total income from all sources (including contributions) | 2022-12-31 | $1,297 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,554,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,553,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,582,817 |
Value of total assets at beginning of year | 2022-12-31 | $8,199,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $976 |
Total interest from all sources | 2022-12-31 | $1,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $805 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $22,340 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $41,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,553,332 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,582,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,136,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $702,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,582,817 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,496,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,496,372 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,297 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,553,653 |
Contract administrator fees | 2022-12-31 | $976 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2022-12-31 | 150551397 |
2021 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,314,290 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,314,290 |
Total transfer of assets from this plan | 2021-12-31 | $25,857 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $63,456 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $59,599 |
Total income from all sources (including contributions) | 2021-12-31 | $1,681,082 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $473,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $408,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $330,000 |
Value of total assets at end of year | 2021-12-31 | $8,199,605 |
Value of total assets at beginning of year | 2021-12-31 | $7,013,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,945 |
Total interest from all sources | 2021-12-31 | $252 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $14,645 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $14,645 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $805 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,715 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $22,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $59,599 |
Administrative expenses (other) incurred | 2021-12-31 | $64,945 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $41,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,207,763 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,136,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,954,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $702,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $629,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,496,372 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $119,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $119,121 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $252 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $21,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $6,256,320 |
Contributions received in cash from employer | 2021-12-31 | $330,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $408,374 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2021-12-31 | 150551397 |
2020 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $567,203 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $567,203 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $59,599 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,552 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,160,515 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $540,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $481,070 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $530,000 |
Value of total assets at end of year | 2020-12-31 | $7,013,842 |
Value of total assets at beginning of year | 2020-12-31 | $6,338,999 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $59,649 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $110 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,356 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,356 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $8,715 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $59,599 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $59,599 |
Administrative expenses (other) incurred | 2020-12-31 | $59,649 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $619,796 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,954,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,334,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $629,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $351,393 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $119,121 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $50,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $50,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $110 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-3,753 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $6,256,320 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $5,749,590 |
Contributions received in cash from employer | 2020-12-31 | $530,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $187,930 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $481,070 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,552 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | EVANS & BENNETT, LLP |
Accountancy firm EIN | 2020-12-31 | 150551397 |
2019 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $252,095 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $252,095 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,552 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $38,666 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $771,047 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $377,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $377,591 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $510,000 |
Value of total assets at end of year | 2019-12-31 | $6,338,999 |
Value of total assets at beginning of year | 2019-12-31 | $5,979,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $85 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $483 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,203 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,000 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $393,371 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,334,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,941,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $85 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $351,393 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $190,221 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $50,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $483 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,266 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $5,749,590 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,538,120 |
Contributions received in cash from employer | 2019-12-31 | $510,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $187,930 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $251,401 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $377,591 |
Contract administrator fees | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,552 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $37,666 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | EVANS & BENNETT, LLP |
Accountancy firm EIN | 2019-12-31 | 150551397 |
2018 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $232,873 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $232,873 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $38,666 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $668,149 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $429,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $429,715 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $440,000 |
Value of total assets at end of year | 2018-12-31 | $5,979,742 |
Value of total assets at beginning of year | 2018-12-31 | $5,702,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,276 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,276 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $405,985 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $68 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $238,366 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,941,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,702,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $190,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,000 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $5,538,120 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $5,296,725 |
Contributions received in cash from employer | 2018-12-31 | $440,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $251,401 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $429,715 |
Contract administrator fees | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $37,666 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | EVANS & BENNETT, LLP |
Accountancy firm EIN | 2018-12-31 | 150551397 |
2017 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $459,716 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $459,716 |
Total income from all sources (including contributions) | 2017-12-31 | $732,799 |
Total loss/gain on sale of assets | 2017-12-31 | $22,282 |
Total of all expenses incurred | 2017-12-31 | $384,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $384,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $241,401 |
Value of total assets at end of year | 2017-12-31 | $5,702,710 |
Value of total assets at beginning of year | 2017-12-31 | $5,354,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $120 |
Total interest from all sources | 2017-12-31 | $9,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $405,985 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $450,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $348,071 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,702,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,354,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest earned on other investments | 2017-12-31 | $9,379 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $21 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $5,296,725 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $4,903,710 |
Contributions received in cash from employer | 2017-12-31 | $241,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $384,608 |
Contract administrator fees | 2017-12-31 | $120 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $143,363 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $121,081 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2017-12-31 | 150551397 |
2016 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-237,895 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-237,895 |
Total income from all sources (including contributions) | 2016-12-31 | $11,224 |
Total of all expenses incurred | 2016-12-31 | $312,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $312,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $240,000 |
Value of total assets at end of year | 2016-12-31 | $5,354,639 |
Value of total assets at beginning of year | 2016-12-31 | $5,656,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $55 |
Total interest from all sources | 2016-12-31 | $9,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $450,929 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $479,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-301,579 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,354,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,656,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $55 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $9,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $4,903,710 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $5,177,025 |
Contributions received in cash from employer | 2016-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $312,748 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2016-12-31 | 150551397 |
2015 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $343,140 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $343,140 |
Total income from all sources (including contributions) | 2015-12-31 | $570,348 |
Total of all expenses incurred | 2015-12-31 | $272,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $272,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $240,000 |
Value of total assets at end of year | 2015-12-31 | $5,656,218 |
Value of total assets at beginning of year | 2015-12-31 | $5,358,651 |
Total interest from all sources | 2015-12-31 | $-12,792 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $479,193 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $524,766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $297,567 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,656,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,358,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $-12,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $5,177,025 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $4,833,885 |
Contributions received in cash from employer | 2015-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $272,781 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2015-12-31 | 150551397 |
2014 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $224,641 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $224,641 |
Total income from all sources (including contributions) | 2014-12-31 | $471,603 |
Total of all expenses incurred | 2014-12-31 | $237,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $237,821 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $240,000 |
Value of total assets at end of year | 2014-12-31 | $5,358,651 |
Value of total assets at beginning of year | 2014-12-31 | $5,124,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50 |
Total interest from all sources | 2014-12-31 | $6,962 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $524,766 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $488,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $233,732 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,358,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,124,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $50 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6,962 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $4,833,885 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $4,636,380 |
Contributions received in cash from employer | 2014-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $237,821 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2014-12-31 | 150551397 |
2013 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $438,842 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $438,842 |
Total income from all sources (including contributions) | 2013-12-31 | $683,990 |
Total of all expenses incurred | 2013-12-31 | $159,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $159,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $240,000 |
Value of total assets at end of year | 2013-12-31 | $5,124,919 |
Value of total assets at beginning of year | 2013-12-31 | $4,600,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $50 |
Total interest from all sources | 2013-12-31 | $5,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $488,539 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $350,694 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $524,875 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,124,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,600,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $50 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $4,636,380 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $4,249,350 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $159,065 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2013-12-31 | 150551397 |
2012 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $341,145 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $341,145 |
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 | $597,565 |
Total of all expenses incurred | 2012-12-31 | $168,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $168,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $240,000 |
Value of total assets at end of year | 2012-12-31 | $4,600,044 |
Value of total assets at beginning of year | 2012-12-31 | $4,170,835 |
Total interest from all sources | 2012-12-31 | $16,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $350,694 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $262,630 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $429,209 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,600,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,170,835 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16,420 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $4,249,350 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $3,908,205 |
Contributions received in cash from employer | 2012-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $168,356 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2012-12-31 | 150551397 |
2011 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $243,389 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $243,389 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $483,111 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $178,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $178,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $240,000 |
Value of total assets at end of year | 2011-12-31 | $4,170,835 |
Value of total assets at beginning of year | 2011-12-31 | $3,866,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $-278 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $262,630 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $201,535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $304,485 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,170,835 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,866,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $-278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $3,908,205 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $3,664,815 |
Contributions received in cash from employer | 2011-12-31 | $240,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $178,626 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2011-12-31 | 150551397 |
2010 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $478,800 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $478,800 |
Total income from all sources (including contributions) | 2010-12-31 | $678,820 |
Total of all expenses incurred | 2010-12-31 | $175,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $175,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $190,000 |
Value of total assets at end of year | 2010-12-31 | $3,866,350 |
Value of total assets at beginning of year | 2010-12-31 | $3,363,338 |
Total interest from all sources | 2010-12-31 | $10,020 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $201,535 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $177,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $503,012 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,866,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,363,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $3,664,815 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $3,186,015 |
Contributions received in cash from employer | 2010-12-31 | $190,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $175,808 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | EVANS AND BENNETT, LLP |
Accountancy firm EIN | 2010-12-31 | 150551397 |
2009 : MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MONROE TRACTOR & IMPLEMENT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |