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MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 401k Plan overview

Plan NameMGA RESEARCH CORPORATION 401K RETIREMENT PLAN
Plan identification number 001

MGA RESEARCH CORPORATION 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MGA RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MGA RESEARCH CORPORATION
Employer identification number (EIN):161079005
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about MGA RESEARCH CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1977-01-04
Company Identification Number: 419974
Legal Registered Office Address: 12790 MAIN RD
Erie
AKRON
United States of America (USA)
14001

More information about MGA RESEARCH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MGA RESEARCH CORPORATION 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01LAURA GRAFF
0012015-11-01LAURA GRAFF LAURA GRAFF2016-12-19
0012015-11-01LAURA GRAFF LAURA GRAFF2016-12-21
0012015-11-01LAURA GRAFF LAURA GRAFF2016-12-20
0012014-11-01LAURA GRAFF LAURA GRAFF2016-08-11
0012013-11-01LAURA GRAFF LAURA GRAFF2015-08-06
0012012-11-01LAURA GRAFF LAURA GRAFF2013-12-20
0012011-11-01LAURA GRAFF LAURA GRAFF2014-05-16
0012010-11-01LAURA GRAFF LAURA GRAFF2012-01-05
0012009-11-01LAURA GRAFF LAURA GRAFF2011-08-09
0012009-11-01LAURA GRAFF LAURA GRAFF2011-08-09
0012009-11-01LAURA GRAFF LAURA GRAFF2011-08-09
0012008-11-01

Plan Statistics for MGA RESEARCH CORPORATION 401K RETIREMENT PLAN

401k plan membership statisitcs for MGA RESEARCH CORPORATION 401K RETIREMENT PLAN

Measure Date Value
2022: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01251
Total number of active participants reported on line 7a of the Form 55002022-11-01140
Number of retired or separated participants receiving benefits2022-11-010
Number of other retired or separated participants entitled to future benefits2022-11-0178
Total of all active and inactive participants2022-11-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-011
Total participants2022-11-01219
Number of participants with account balances2022-11-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-0118
2021: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01241
Total number of active participants reported on line 7a of the Form 55002021-11-01137
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-0191
Total of all active and inactive participants2021-11-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-01228
Number of participants with account balances2021-11-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-0128
2020: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01237
Total number of active participants reported on line 7a of the Form 55002020-11-01156
Number of other retired or separated participants entitled to future benefits2020-11-0174
Total of all active and inactive participants2020-11-01230
Total participants2020-11-01230
Number of participants with account balances2020-11-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-0128
2019: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01237
Total number of active participants reported on line 7a of the Form 55002019-11-01161
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-0157
Total of all active and inactive participants2019-11-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01218
Number of participants with account balances2019-11-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-0120
2018: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01221
Total number of active participants reported on line 7a of the Form 55002018-11-01159
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0150
Total of all active and inactive participants2018-11-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01209
Number of participants with account balances2018-11-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-0126
2017: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01200
Total number of active participants reported on line 7a of the Form 55002017-11-01151
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-0144
Total of all active and inactive participants2017-11-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01195
Number of participants with account balances2017-11-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-0121
2016: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01198
Total number of active participants reported on line 7a of the Form 55002016-11-01131
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0146
Total of all active and inactive participants2016-11-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01177
Number of participants with account balances2016-11-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-0125
2015: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01192
Total number of active participants reported on line 7a of the Form 55002015-11-01145
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0137
Total of all active and inactive participants2015-11-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01182
Number of participants with account balances2015-11-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-0119
2014: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01185
Total number of active participants reported on line 7a of the Form 55002014-11-01137
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-0136
Total of all active and inactive participants2014-11-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01173
Number of participants with account balances2014-11-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-0123
2013: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01189
Total number of active participants reported on line 7a of the Form 55002013-11-01125
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0134
Total of all active and inactive participants2013-11-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01159
Number of participants with account balances2013-11-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-0122
2012: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01187
Total number of active participants reported on line 7a of the Form 55002012-11-01144
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0128
Total of all active and inactive participants2012-11-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01172
Number of participants with account balances2012-11-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-0133
2011: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01153
Total number of active participants reported on line 7a of the Form 55002011-11-01138
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0121
Total of all active and inactive participants2011-11-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01159
Number of participants with account balances2011-11-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-0110
2010: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01124
Total number of active participants reported on line 7a of the Form 55002010-11-01114
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-0119
Total of all active and inactive participants2010-11-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01133
Number of participants with account balances2010-11-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-014
2009: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01133
Total number of active participants reported on line 7a of the Form 55002009-11-01100
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0120
Total of all active and inactive participants2009-11-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01120
Number of participants with account balances2009-11-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0112

Financial Data on MGA RESEARCH CORPORATION 401K RETIREMENT PLAN

Measure Date Value
2023 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-10-31$0
Total unrealized appreciation/depreciation of assets2023-10-31$0
Total transfer of assets to this plan2023-10-31$0
Total transfer of assets from this plan2023-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Expenses. Interest paid2023-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-10-31$0
Total income from all sources (including contributions)2023-10-31$3,471,748
Total loss/gain on sale of assets2023-10-31$0
Total of all expenses incurred2023-10-31$2,948,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$2,833,067
Expenses. Certain deemed distributions of participant loans2023-10-31$0
Value of total corrective distributions2023-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$1,556,358
Value of total assets at end of year2023-10-31$33,300,435
Value of total assets at beginning of year2023-10-31$32,777,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$115,881
Total income from rents2023-10-31$0
Total interest from all sources2023-10-31$1,956
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$315,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-31$315,515
Assets. Real estate other than employer real property at end of year2023-10-31$0
Assets. Real estate other than employer real property at beginning of year2023-10-31$0
Administrative expenses professional fees incurred2023-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-10-31$0
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$500,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Contributions received from participants2023-10-31$854,661
Participant contributions at end of year2023-10-31$0
Participant contributions at beginning of year2023-10-31$0
Participant contributions at end of year2023-10-31$1,707
Participant contributions at beginning of year2023-10-31$0
Assets. Other investments not covered elsewhere at end of year2023-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-10-31$31,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-10-31$0
Assets. Loans (other than to participants) at end of year2023-10-31$0
Assets. Loans (other than to participants) at beginning of year2023-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-10-31$0
Other income not declared elsewhere2023-10-31$2,991
Administrative expenses (other) incurred2023-10-31$0
Liabilities. Value of operating payables at beginning of year2023-10-31$0
Total non interest bearing cash at end of year2023-10-31$0
Total non interest bearing cash at beginning of year2023-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Income. Non cash contributions2023-10-31$0
Value of net income/loss2023-10-31$522,800
Value of net assets at end of year (total assets less liabilities)2023-10-31$33,300,435
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$32,777,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Assets. partnership/joint venture interests at end of year2023-10-31$0
Assets. partnership/joint venture interests at beginning of year2023-10-31$0
Investment advisory and management fees2023-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$15,682,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$15,084,929
Value of interest in pooled separate accounts at end of year2023-10-31$15,721,304
Value of interest in pooled separate accounts at beginning of year2023-10-31$15,614,447
Interest on participant loans2023-10-31$0
Income. Interest from loans (other than to participants)2023-10-31$0
Interest earned on other investments2023-10-31$1,956
Income. Interest from US Government securities2023-10-31$0
Income. Interest from corporate debt instruments2023-10-31$0
Value of interest in master investment trust accounts at end of year2023-10-31$0
Value of interest in master investment trust accounts at beginning of year2023-10-31$0
Value of interest in common/collective trusts at end of year2023-10-31$1,306,922
Value of interest in common/collective trusts at beginning of year2023-10-31$1,944,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-10-31$87,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-10-31$133,409
Expenses. Payments to insurance carriers foe the provision of benefits2023-10-31$0
Asset value of US Government securities at end of year2023-10-31$0
Asset value of US Government securities at beginning of year2023-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-10-31$486,790
Net investment gain/loss from pooled separate accounts2023-10-31$1,065,431
Net investment gain or loss from common/collective trusts2023-10-31$42,707
Net gain/loss from 103.12 investment entities2023-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31No
Was there a failure to transmit to the plan any participant contributions2023-10-31Yes
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Assets. Invements in employer securities at end of year2023-10-31$0
Assets. Invements in employer securities at beginning of year2023-10-31$0
Assets. Value of employer real property at end of year2023-10-31$0
Assets. Value of employer real property at beginning of year2023-10-31$0
Contributions received in cash from employer2023-10-31$670,265
Employer contributions (assets) at end of year2023-10-31$500,427
Employer contributions (assets) at beginning of year2023-10-31$0
Income. Dividends from preferred stock2023-10-31$0
Income. Dividends from common stock2023-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$2,833,067
Asset. Corporate debt instrument preferred debt at end of year2023-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-10-31$0
Contract administrator fees2023-10-31$115,881
Assets. Corporate common stocks other than exployer securities at end of year2023-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-10-31$0
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Aggregate proceeds on sale of assets2023-10-31$0
Aggregate carrying amount (costs) on sale of assets2023-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-10-31$0
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2023-10-31161003516
2022 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$0
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets to this plan2022-10-31$0
Total transfer of assets from this plan2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Expenses. Interest paid2022-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-10-31$0
Total income from all sources (including contributions)2022-10-31$-5,344,171
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,981,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,864,729
Expenses. Certain deemed distributions of participant loans2022-10-31$0
Value of total corrective distributions2022-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,154,216
Value of total assets at end of year2022-10-31$32,777,635
Value of total assets at beginning of year2022-10-31$40,103,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$117,229
Total income from rents2022-10-31$0
Total interest from all sources2022-10-31$2,587
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$302,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$302,139
Assets. Real estate other than employer real property at end of year2022-10-31$0
Assets. Real estate other than employer real property at beginning of year2022-10-31$0
Administrative expenses professional fees incurred2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-10-31$0
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$958,831
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Assets. Other investments not covered elsewhere at end of year2022-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$10,918
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$0
Assets. Loans (other than to participants) at end of year2022-10-31$0
Assets. Loans (other than to participants) at beginning of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$0
Other income not declared elsewhere2022-10-31$-1,121
Administrative expenses (other) incurred2022-10-31$0
Liabilities. Value of operating payables at end of year2022-10-31$0
Liabilities. Value of operating payables at beginning of year2022-10-31$0
Total non interest bearing cash at end of year2022-10-31$0
Total non interest bearing cash at beginning of year2022-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Income. Non cash contributions2022-10-31$0
Value of net income/loss2022-10-31$-7,326,129
Value of net assets at end of year (total assets less liabilities)2022-10-31$32,777,635
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$40,103,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$0
Assets. partnership/joint venture interests at beginning of year2022-10-31$0
Investment advisory and management fees2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$15,084,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$18,733,634
Value of interest in pooled separate accounts at end of year2022-10-31$15,614,447
Value of interest in pooled separate accounts at beginning of year2022-10-31$18,760,725
Interest on participant loans2022-10-31$0
Income. Interest from loans (other than to participants)2022-10-31$0
Interest earned on other investments2022-10-31$2,587
Income. Interest from US Government securities2022-10-31$0
Income. Interest from corporate debt instruments2022-10-31$0
Value of interest in master investment trust accounts at end of year2022-10-31$0
Value of interest in master investment trust accounts at beginning of year2022-10-31$0
Value of interest in common/collective trusts at end of year2022-10-31$1,944,850
Value of interest in common/collective trusts at beginning of year2022-10-31$1,233,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$133,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$176,232
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$0
Asset value of US Government securities at end of year2022-10-31$0
Asset value of US Government securities at beginning of year2022-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-3,710,298
Net investment gain/loss from pooled separate accounts2022-10-31$-3,115,824
Net investment gain or loss from common/collective trusts2022-10-31$24,130
Net gain/loss from 103.12 investment entities2022-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Assets. Invements in employer securities at end of year2022-10-31$0
Assets. Invements in employer securities at beginning of year2022-10-31$0
Assets. Value of employer real property at end of year2022-10-31$0
Assets. Value of employer real property at beginning of year2022-10-31$0
Contributions received in cash from employer2022-10-31$184,467
Employer contributions (assets) at end of year2022-10-31$0
Employer contributions (assets) at beginning of year2022-10-31$1,200,000
Income. Dividends from preferred stock2022-10-31$0
Income. Dividends from common stock2022-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,864,729
Asset. Corporate debt instrument preferred debt at end of year2022-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-31$0
Contract administrator fees2022-10-31$117,229
Assets. Corporate common stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-31$0
Liabilities. Value of benefit claims payable at end of year2022-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-10-31$0
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$0
Aggregate carrying amount (costs) on sale of assets2022-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-10-31$0
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2022-10-31161003516
2021 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$0
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total transfer of assets to this plan2021-10-31$0
Total transfer of assets from this plan2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Expenses. Interest paid2021-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-10-31$0
Total income from all sources (including contributions)2021-10-31$11,292,390
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$1,318,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$1,185,097
Expenses. Certain deemed distributions of participant loans2021-10-31$0
Value of total corrective distributions2021-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$2,317,318
Value of total assets at end of year2021-10-31$40,103,764
Value of total assets at beginning of year2021-10-31$30,129,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$133,131
Total income from rents2021-10-31$0
Total interest from all sources2021-10-31$2,829
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$245,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$245,484
Assets. Real estate other than employer real property at end of year2021-10-31$0
Assets. Real estate other than employer real property at beginning of year2021-10-31$0
Administrative expenses professional fees incurred2021-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-10-31$0
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$931,697
Participant contributions at end of year2021-10-31$0
Participant contributions at beginning of year2021-10-31$0
Participant contributions at end of year2021-10-31$0
Participant contributions at beginning of year2021-10-31$0
Assets. Other investments not covered elsewhere at end of year2021-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-31$0
Assets. Loans (other than to participants) at end of year2021-10-31$0
Assets. Loans (other than to participants) at beginning of year2021-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$0
Other income not declared elsewhere2021-10-31$14
Administrative expenses (other) incurred2021-10-31$0
Liabilities. Value of operating payables at end of year2021-10-31$0
Liabilities. Value of operating payables at beginning of year2021-10-31$0
Total non interest bearing cash at end of year2021-10-31$0
Total non interest bearing cash at beginning of year2021-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Income. Non cash contributions2021-10-31$0
Value of net income/loss2021-10-31$9,974,162
Value of net assets at end of year (total assets less liabilities)2021-10-31$40,103,764
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$30,129,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Assets. partnership/joint venture interests at end of year2021-10-31$0
Assets. partnership/joint venture interests at beginning of year2021-10-31$0
Investment advisory and management fees2021-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$18,733,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$13,558,032
Value of interest in pooled separate accounts at end of year2021-10-31$18,760,725
Value of interest in pooled separate accounts at beginning of year2021-10-31$14,199,480
Interest on participant loans2021-10-31$0
Income. Interest from loans (other than to participants)2021-10-31$0
Interest earned on other investments2021-10-31$2,829
Income. Interest from US Government securities2021-10-31$0
Income. Interest from corporate debt instruments2021-10-31$0
Value of interest in master investment trust accounts at end of year2021-10-31$0
Value of interest in master investment trust accounts at beginning of year2021-10-31$0
Value of interest in common/collective trusts at end of year2021-10-31$1,233,173
Value of interest in common/collective trusts at beginning of year2021-10-31$1,254,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$176,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$217,610
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-31$0
Asset value of US Government securities at end of year2021-10-31$0
Asset value of US Government securities at beginning of year2021-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$3,627,554
Net investment gain/loss from pooled separate accounts2021-10-31$5,079,403
Net investment gain or loss from common/collective trusts2021-10-31$19,788
Net gain/loss from 103.12 investment entities2021-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31Yes
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Assets. Invements in employer securities at end of year2021-10-31$0
Assets. Invements in employer securities at beginning of year2021-10-31$0
Assets. Value of employer real property at end of year2021-10-31$0
Assets. Value of employer real property at beginning of year2021-10-31$0
Contributions received in cash from employer2021-10-31$1,385,621
Employer contributions (assets) at end of year2021-10-31$1,200,000
Employer contributions (assets) at beginning of year2021-10-31$900,000
Income. Dividends from preferred stock2021-10-31$0
Income. Dividends from common stock2021-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$1,185,097
Asset. Corporate debt instrument preferred debt at end of year2021-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-10-31$0
Contract administrator fees2021-10-31$133,131
Assets. Corporate common stocks other than exployer securities at end of year2021-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-10-31$0
Liabilities. Value of benefit claims payable at end of year2021-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-10-31$0
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Aggregate proceeds on sale of assets2021-10-31$0
Aggregate carrying amount (costs) on sale of assets2021-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-10-31$0
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2021-10-31161003516
2020 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$0
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total transfer of assets to this plan2020-10-31$0
Total transfer of assets from this plan2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Expenses. Interest paid2020-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-10-31$0
Total income from all sources (including contributions)2020-10-31$3,772,232
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$1,647,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$1,528,091
Expenses. Certain deemed distributions of participant loans2020-10-31$0
Value of total corrective distributions2020-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$2,030,227
Value of total assets at end of year2020-10-31$30,129,602
Value of total assets at beginning of year2020-10-31$28,005,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$119,629
Total income from rents2020-10-31$0
Total interest from all sources2020-10-31$3,175
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$254,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$254,435
Assets. Real estate other than employer real property at end of year2020-10-31$0
Assets. Real estate other than employer real property at beginning of year2020-10-31$0
Administrative expenses professional fees incurred2020-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-10-31$0
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$930,365
Participant contributions at end of year2020-10-31$0
Participant contributions at beginning of year2020-10-31$0
Participant contributions at end of year2020-10-31$0
Participant contributions at beginning of year2020-10-31$0
Assets. Other investments not covered elsewhere at end of year2020-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$11,269
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$0
Assets. Loans (other than to participants) at end of year2020-10-31$0
Assets. Loans (other than to participants) at beginning of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$0
Other income not declared elsewhere2020-10-31$4,077
Administrative expenses (other) incurred2020-10-31$0
Liabilities. Value of operating payables at end of year2020-10-31$0
Liabilities. Value of operating payables at beginning of year2020-10-31$0
Total non interest bearing cash at end of year2020-10-31$0
Total non interest bearing cash at beginning of year2020-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Income. Non cash contributions2020-10-31$0
Value of net income/loss2020-10-31$2,124,512
Value of net assets at end of year (total assets less liabilities)2020-10-31$30,129,602
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$28,005,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Assets. partnership/joint venture interests at end of year2020-10-31$0
Assets. partnership/joint venture interests at beginning of year2020-10-31$0
Investment advisory and management fees2020-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$13,558,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$13,541,261
Value of interest in pooled separate accounts at end of year2020-10-31$14,199,480
Value of interest in pooled separate accounts at beginning of year2020-10-31$13,075,269
Interest on participant loans2020-10-31$0
Income. Interest from loans (other than to participants)2020-10-31$0
Interest earned on other investments2020-10-31$3,175
Income. Interest from US Government securities2020-10-31$0
Income. Interest from corporate debt instruments2020-10-31$0
Value of interest in master investment trust accounts at end of year2020-10-31$0
Value of interest in master investment trust accounts at beginning of year2020-10-31$0
Value of interest in common/collective trusts at end of year2020-10-31$1,254,480
Value of interest in common/collective trusts at beginning of year2020-10-31$202,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$217,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$286,413
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$0
Asset value of US Government securities at end of year2020-10-31$0
Asset value of US Government securities at beginning of year2020-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$525,467
Net investment gain/loss from pooled separate accounts2020-10-31$944,645
Net investment gain or loss from common/collective trusts2020-10-31$10,206
Net gain/loss from 103.12 investment entities2020-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31Yes
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Assets. Invements in employer securities at end of year2020-10-31$0
Assets. Invements in employer securities at beginning of year2020-10-31$0
Assets. Value of employer real property at end of year2020-10-31$0
Assets. Value of employer real property at beginning of year2020-10-31$0
Contributions received in cash from employer2020-10-31$1,088,593
Employer contributions (assets) at end of year2020-10-31$900,000
Employer contributions (assets) at beginning of year2020-10-31$900,000
Income. Dividends from preferred stock2020-10-31$0
Income. Dividends from common stock2020-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$1,528,091
Asset. Corporate debt instrument preferred debt at end of year2020-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$0
Contract administrator fees2020-10-31$119,629
Assets. Corporate common stocks other than exployer securities at end of year2020-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-10-31$0
Liabilities. Value of benefit claims payable at end of year2020-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-10-31$0
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$0
Aggregate carrying amount (costs) on sale of assets2020-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2020-10-31161003516
2019 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$0
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total transfer of assets to this plan2019-10-31$0
Total transfer of assets from this plan2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Expenses. Interest paid2019-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-10-31$0
Total income from all sources (including contributions)2019-10-31$5,173,240
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$1,082,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$1,019,847
Expenses. Certain deemed distributions of participant loans2019-10-31$0
Value of total corrective distributions2019-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$2,214,327
Value of total assets at end of year2019-10-31$28,005,090
Value of total assets at beginning of year2019-10-31$23,914,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$62,353
Total income from rents2019-10-31$0
Total interest from all sources2019-10-31$4,153
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$120,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$120,556
Assets. Real estate other than employer real property at end of year2019-10-31$0
Assets. Real estate other than employer real property at beginning of year2019-10-31$0
Administrative expenses professional fees incurred2019-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-10-31$0
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$881,759
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$0
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$0
Assets. Other investments not covered elsewhere at end of year2019-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$249,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$0
Assets. Loans (other than to participants) at end of year2019-10-31$0
Assets. Loans (other than to participants) at beginning of year2019-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$0
Other income not declared elsewhere2019-10-31$13,540
Administrative expenses (other) incurred2019-10-31$0
Liabilities. Value of operating payables at end of year2019-10-31$0
Liabilities. Value of operating payables at beginning of year2019-10-31$0
Total non interest bearing cash at beginning of year2019-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Income. Non cash contributions2019-10-31$0
Value of net income/loss2019-10-31$4,091,040
Value of net assets at end of year (total assets less liabilities)2019-10-31$28,005,090
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$23,914,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Assets. partnership/joint venture interests at end of year2019-10-31$0
Assets. partnership/joint venture interests at beginning of year2019-10-31$0
Investment advisory and management fees2019-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$13,541,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$1,346,751
Value of interest in pooled separate accounts at end of year2019-10-31$13,075,269
Value of interest in pooled separate accounts at beginning of year2019-10-31$21,362,507
Interest on participant loans2019-10-31$0
Income. Interest from loans (other than to participants)2019-10-31$0
Interest earned on other investments2019-10-31$4,153
Income. Interest from US Government securities2019-10-31$0
Income. Interest from corporate debt instruments2019-10-31$0
Value of interest in master investment trust accounts at end of year2019-10-31$0
Value of interest in master investment trust accounts at beginning of year2019-10-31$0
Value of interest in common/collective trusts at end of year2019-10-31$202,147
Value of interest in common/collective trusts at beginning of year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$286,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$304,792
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$0
Asset value of US Government securities at end of year2019-10-31$0
Asset value of US Government securities at beginning of year2019-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$473,997
Net investment gain/loss from pooled separate accounts2019-10-31$2,339,439
Net investment gain or loss from common/collective trusts2019-10-31$7,228
Net gain/loss from 103.12 investment entities2019-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Assets. Invements in employer securities at end of year2019-10-31$0
Assets. Invements in employer securities at beginning of year2019-10-31$0
Assets. Value of employer real property at end of year2019-10-31$0
Assets. Value of employer real property at beginning of year2019-10-31$0
Contributions received in cash from employer2019-10-31$1,083,339
Employer contributions (assets) at end of year2019-10-31$900,000
Employer contributions (assets) at beginning of year2019-10-31$900,000
Income. Dividends from preferred stock2019-10-31$0
Income. Dividends from common stock2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$1,019,847
Asset. Corporate debt instrument preferred debt at end of year2019-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$0
Contract administrator fees2019-10-31$62,353
Assets. Corporate common stocks other than exployer securities at end of year2019-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-10-31$0
Liabilities. Value of benefit claims payable at end of year2019-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-10-31$0
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$0
Aggregate carrying amount (costs) on sale of assets2019-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2019-10-31161003516
2018 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$0
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total transfer of assets to this plan2018-10-31$0
Total transfer of assets from this plan2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Expenses. Interest paid2018-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-10-31$0
Total income from all sources (including contributions)2018-10-31$2,167,987
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$826,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$825,446
Expenses. Certain deemed distributions of participant loans2018-10-31$0
Value of total corrective distributions2018-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$1,930,474
Value of total assets at end of year2018-10-31$23,914,050
Value of total assets at beginning of year2018-10-31$22,572,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$1,275
Total income from rents2018-10-31$0
Total interest from all sources2018-10-31$2,490
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$2,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$2,788
Assets. Real estate other than employer real property at end of year2018-10-31$0
Assets. Real estate other than employer real property at beginning of year2018-10-31$0
Administrative expenses professional fees incurred2018-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-10-31$0
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$1,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$825,349
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Assets. Other investments not covered elsewhere at end of year2018-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$32,812
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$0
Assets. Loans (other than to participants) at end of year2018-10-31$0
Assets. Loans (other than to participants) at beginning of year2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$0
Other income not declared elsewhere2018-10-31$-6,046
Administrative expenses (other) incurred2018-10-31$0
Liabilities. Value of operating payables at end of year2018-10-31$0
Liabilities. Value of operating payables at beginning of year2018-10-31$0
Total non interest bearing cash at end of year2018-10-31$0
Total non interest bearing cash at beginning of year2018-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Income. Non cash contributions2018-10-31$0
Value of net income/loss2018-10-31$1,341,266
Value of net assets at end of year (total assets less liabilities)2018-10-31$23,914,050
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$22,572,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Assets. partnership/joint venture interests at end of year2018-10-31$0
Assets. partnership/joint venture interests at beginning of year2018-10-31$0
Investment advisory and management fees2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$1,346,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$0
Value of interest in pooled separate accounts at end of year2018-10-31$21,362,507
Value of interest in pooled separate accounts at beginning of year2018-10-31$21,372,423
Interest on participant loans2018-10-31$0
Income. Interest from loans (other than to participants)2018-10-31$0
Interest earned on other investments2018-10-31$2,490
Income. Interest from US Government securities2018-10-31$0
Income. Interest from corporate debt instruments2018-10-31$0
Value of interest in master investment trust accounts at end of year2018-10-31$0
Value of interest in master investment trust accounts at beginning of year2018-10-31$0
Value of interest in common/collective trusts at end of year2018-10-31$0
Value of interest in common/collective trusts at beginning of year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$304,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$279,443
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$0
Asset value of US Government securities at end of year2018-10-31$0
Asset value of US Government securities at beginning of year2018-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-63,286
Net investment gain/loss from pooled separate accounts2018-10-31$301,567
Net investment gain or loss from common/collective trusts2018-10-31$0
Net gain/loss from 103.12 investment entities2018-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Assets. Invements in employer securities at end of year2018-10-31$0
Assets. Invements in employer securities at beginning of year2018-10-31$0
Assets. Value of employer real property at end of year2018-10-31$0
Assets. Value of employer real property at beginning of year2018-10-31$0
Contributions received in cash from employer2018-10-31$1,072,313
Employer contributions (assets) at end of year2018-10-31$900,000
Employer contributions (assets) at beginning of year2018-10-31$920,918
Income. Dividends from preferred stock2018-10-31$0
Income. Dividends from common stock2018-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$825,446
Asset. Corporate debt instrument preferred debt at end of year2018-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$0
Contract administrator fees2018-10-31$1,275
Assets. Corporate common stocks other than exployer securities at end of year2018-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-10-31$0
Liabilities. Value of benefit claims payable at end of year2018-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-10-31$0
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$0
Aggregate carrying amount (costs) on sale of assets2018-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2018-10-31161003516
2017 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$0
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total transfer of assets to this plan2017-10-31$0
Total transfer of assets from this plan2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Expenses. Interest paid2017-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-10-31$0
Total income from all sources (including contributions)2017-10-31$6,075,158
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$1,155,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$1,148,135
Expenses. Certain deemed distributions of participant loans2017-10-31$0
Value of total corrective distributions2017-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$2,645,868
Value of total assets at end of year2017-10-31$22,572,784
Value of total assets at beginning of year2017-10-31$17,653,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$7,679
Total income from rents2017-10-31$0
Total interest from all sources2017-10-31$1,963
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$0
Assets. Real estate other than employer real property at end of year2017-10-31$0
Assets. Real estate other than employer real property at beginning of year2017-10-31$0
Administrative expenses professional fees incurred2017-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-10-31$0
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$1,000,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$681,123
Participant contributions at end of year2017-10-31$0
Participant contributions at beginning of year2017-10-31$0
Participant contributions at end of year2017-10-31$0
Participant contributions at beginning of year2017-10-31$267
Assets. Other investments not covered elsewhere at end of year2017-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$0
Assets. Loans (other than to participants) at end of year2017-10-31$0
Assets. Loans (other than to participants) at beginning of year2017-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$0
Other income not declared elsewhere2017-10-31$-3,249
Administrative expenses (other) incurred2017-10-31$0
Liabilities. Value of operating payables at end of year2017-10-31$0
Liabilities. Value of operating payables at beginning of year2017-10-31$0
Total non interest bearing cash at end of year2017-10-31$0
Total non interest bearing cash at beginning of year2017-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Income. Non cash contributions2017-10-31$0
Value of net income/loss2017-10-31$4,919,344
Value of net assets at end of year (total assets less liabilities)2017-10-31$22,572,784
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$17,653,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Assets. partnership/joint venture interests at end of year2017-10-31$0
Assets. partnership/joint venture interests at beginning of year2017-10-31$0
Investment advisory and management fees2017-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$0
Value of interest in pooled separate accounts at end of year2017-10-31$21,372,423
Value of interest in pooled separate accounts at beginning of year2017-10-31$17,377,467
Interest on participant loans2017-10-31$0
Income. Interest from loans (other than to participants)2017-10-31$0
Interest earned on other investments2017-10-31$1,963
Income. Interest from US Government securities2017-10-31$0
Income. Interest from corporate debt instruments2017-10-31$0
Value of interest in master investment trust accounts at end of year2017-10-31$0
Value of interest in master investment trust accounts at beginning of year2017-10-31$0
Value of interest in common/collective trusts at end of year2017-10-31$0
Value of interest in common/collective trusts at beginning of year2017-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$279,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$275,639
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$0
Asset value of US Government securities at end of year2017-10-31$0
Asset value of US Government securities at beginning of year2017-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$0
Net investment gain/loss from pooled separate accounts2017-10-31$3,430,576
Net investment gain or loss from common/collective trusts2017-10-31$0
Net gain/loss from 103.12 investment entities2017-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31Yes
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Assets. Invements in employer securities at end of year2017-10-31$0
Assets. Invements in employer securities at beginning of year2017-10-31$0
Assets. Value of employer real property at end of year2017-10-31$0
Assets. Value of employer real property at beginning of year2017-10-31$0
Contributions received in cash from employer2017-10-31$1,964,745
Employer contributions (assets) at end of year2017-10-31$920,918
Employer contributions (assets) at beginning of year2017-10-31$67
Income. Dividends from preferred stock2017-10-31$0
Income. Dividends from common stock2017-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$1,148,135
Asset. Corporate debt instrument preferred debt at end of year2017-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-10-31$0
Contract administrator fees2017-10-31$7,679
Assets. Corporate common stocks other than exployer securities at end of year2017-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-10-31$0
Liabilities. Value of benefit claims payable at end of year2017-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-10-31$0
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$0
Aggregate carrying amount (costs) on sale of assets2017-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31BROCK, SCHECHTER & POLAKOFF, LLP
Accountancy firm EIN2017-10-31161003516
2016 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$0
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total transfer of assets to this plan2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$2,049,929
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$738,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$729,790
Value of total corrective distributions2016-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$1,567,703
Value of total assets at end of year2016-10-31$17,653,440
Value of total assets at beginning of year2016-10-31$16,342,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$8,891
Total income from rents2016-10-31$0
Total interest from all sources2016-10-31$2,057
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$0
Administrative expenses professional fees incurred2016-10-31$0
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Amount of non-exempt transactions with any party-in-interest2016-10-31$0
Contributions received from participants2016-10-31$672,436
Participant contributions at end of year2016-10-31$267
Participant contributions at beginning of year2016-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$5,843
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$0
Other income not declared elsewhere2016-10-31$1,265
Administrative expenses (other) incurred2016-10-31$0
Liabilities. Value of operating payables at beginning of year2016-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$1,311,248
Value of net assets at end of year (total assets less liabilities)2016-10-31$17,653,440
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$16,342,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
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 year2016-10-31$0
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-10-31$0
Investment advisory and management fees2016-10-31$0
Value of interest in pooled separate accounts at end of year2016-10-31$17,377,467
Value of interest in pooled separate accounts at beginning of year2016-10-31$16,083,306
Income. Interest from loans (other than to participants)2016-10-31$0
Interest earned on other investments2016-10-31$2,057
Income. Interest from US Government securities2016-10-31$0
Income. Interest from corporate debt instruments2016-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$275,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$258,886
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$0
Net investment gain/loss from pooled separate accounts2016-10-31$478,904
Net investment gain or loss from common/collective trusts2016-10-31$0
Net gain/loss from 103.12 investment entities2016-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31Yes
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$889,424
Employer contributions (assets) at end of year2016-10-31$67
Employer contributions (assets) at beginning of year2016-10-31$0
Income. Dividends from preferred stock2016-10-31$0
Income. Dividends from common stock2016-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$729,790
Contract administrator fees2016-10-31$8,891
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$0
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$0
Aggregate carrying amount (costs) on sale of assets2016-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Qualified
Accountancy firm name2016-10-31ROBERT M. SCIARRINO
Accountancy firm EIN2016-10-31452881611
2015 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$0
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total transfer of assets to this plan2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$2,326,889
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$1,725,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$1,703,770
Value of total corrective distributions2015-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$2,100,503
Value of total assets at end of year2015-10-31$16,342,192
Value of total assets at beginning of year2015-10-31$15,740,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$21,522
Total income from rents2015-10-31$0
Total interest from all sources2015-10-31$2,307
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$0
Administrative expenses professional fees incurred2015-10-31$0
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Amount of non-exempt transactions with any party-in-interest2015-10-31$0
Contributions received from participants2015-10-31$690,358
Participant contributions at end of year2015-10-31$0
Participant contributions at beginning of year2015-10-31$267
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$21,959
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$0
Other income not declared elsewhere2015-10-31$-1,065
Administrative expenses (other) incurred2015-10-31$0
Liabilities. Value of operating payables at beginning of year2015-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$601,597
Value of net assets at end of year (total assets less liabilities)2015-10-31$16,342,192
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$15,740,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
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 year2015-10-31$0
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-10-31$0
Investment advisory and management fees2015-10-31$0
Value of interest in pooled separate accounts at end of year2015-10-31$16,083,306
Value of interest in pooled separate accounts at beginning of year2015-10-31$15,390,532
Income. Interest from loans (other than to participants)2015-10-31$0
Interest earned on other investments2015-10-31$2,307
Income. Interest from US Government securities2015-10-31$0
Income. Interest from corporate debt instruments2015-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$258,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$349,395
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$0
Net investment gain/loss from pooled separate accounts2015-10-31$225,144
Net investment gain or loss from common/collective trusts2015-10-31$0
Net gain/loss from 103.12 investment entities2015-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31Yes
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$1,388,186
Employer contributions (assets) at end of year2015-10-31$0
Employer contributions (assets) at beginning of year2015-10-31$401
Income. Dividends from preferred stock2015-10-31$0
Income. Dividends from common stock2015-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$1,703,770
Contract administrator fees2015-10-31$21,522
Liabilities. Value of benefit claims payable at beginning of year2015-10-31$0
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$0
Aggregate carrying amount (costs) on sale of assets2015-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31SCHAEFER SCIARRINO & SCHULENBERG LL
Accountancy firm EIN2015-10-31452881611
2014 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$0
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total transfer of assets to this plan2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$2,946,092
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$1,132,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$1,110,981
Value of total corrective distributions2014-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$1,556,960
Value of total assets at end of year2014-10-31$15,740,595
Value of total assets at beginning of year2014-10-31$13,927,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$21,624
Total income from rents2014-10-31$0
Total interest from all sources2014-10-31$3,178
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$0
Administrative expenses professional fees incurred2014-10-31$0
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Amount of non-exempt transactions with any party-in-interest2014-10-31$0
Contributions received from participants2014-10-31$645,668
Participant contributions at end of year2014-10-31$267
Participant contributions at beginning of year2014-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$31,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$0
Other income not declared elsewhere2014-10-31$-1,482
Administrative expenses (other) incurred2014-10-31$0
Liabilities. Value of operating payables at beginning of year2014-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$1,813,487
Value of net assets at end of year (total assets less liabilities)2014-10-31$15,740,595
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$13,927,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
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 year2014-10-31$0
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-10-31$0
Investment advisory and management fees2014-10-31$0
Value of interest in pooled separate accounts at end of year2014-10-31$15,390,532
Value of interest in pooled separate accounts at beginning of year2014-10-31$13,573,332
Income. Interest from loans (other than to participants)2014-10-31$0
Interest earned on other investments2014-10-31$3,178
Income. Interest from US Government securities2014-10-31$0
Income. Interest from corporate debt instruments2014-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$349,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$353,776
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$0
Net investment gain/loss from pooled separate accounts2014-10-31$1,387,436
Net investment gain or loss from common/collective trusts2014-10-31$0
Net gain/loss from 103.12 investment entities2014-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31Yes
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$879,458
Employer contributions (assets) at end of year2014-10-31$401
Employer contributions (assets) at beginning of year2014-10-31$0
Income. Dividends from preferred stock2014-10-31$0
Income. Dividends from common stock2014-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$1,110,981
Contract administrator fees2014-10-31$21,624
Liabilities. Value of benefit claims payable at beginning of year2014-10-31$0
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$0
Aggregate carrying amount (costs) on sale of assets2014-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31SCHAEFER, SCIARRINO & SCHULENBERG
Accountancy firm EIN2014-10-31452881611
2013 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$0
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total transfer of assets to this plan2013-10-31$0
Total transfer of assets from this plan2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$3,942,477
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$357,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$340,092
Value of total corrective distributions2013-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$1,647,831
Value of total assets at end of year2013-10-31$13,927,108
Value of total assets at beginning of year2013-10-31$10,341,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$17,041
Total income from rents2013-10-31$0
Total interest from all sources2013-10-31$4,232
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$0
Administrative expenses professional fees incurred2013-10-31$0
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Amount of non-exempt transactions with any party-in-interest2013-10-31$0
Contributions received from participants2013-10-31$638,256
Participant contributions at end of year2013-10-31$0
Participant contributions at beginning of year2013-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$77,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$0
Other income not declared elsewhere2013-10-31$-2,941
Administrative expenses (other) incurred2013-10-31$0
Liabilities. Value of operating payables at beginning of year2013-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$3,585,344
Value of net assets at end of year (total assets less liabilities)2013-10-31$13,927,108
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$10,341,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
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 year2013-10-31$0
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-10-31$0
Investment advisory and management fees2013-10-31$0
Value of interest in pooled separate accounts at end of year2013-10-31$13,573,332
Value of interest in pooled separate accounts at beginning of year2013-10-31$10,030,226
Income. Interest from loans (other than to participants)2013-10-31$0
Interest earned on other investments2013-10-31$4,232
Income. Interest from US Government securities2013-10-31$0
Income. Interest from corporate debt instruments2013-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$353,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$311,538
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$0
Net investment gain/loss from pooled separate accounts2013-10-31$2,293,355
Net investment gain or loss from common/collective trusts2013-10-31$0
Net gain/loss from 103.12 investment entities2013-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31Yes
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$932,455
Employer contributions (assets) at end of year2013-10-31$0
Employer contributions (assets) at beginning of year2013-10-31$0
Income. Dividends from preferred stock2013-10-31$0
Income. Dividends from common stock2013-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$340,092
Contract administrator fees2013-10-31$17,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-10-31$0
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Aggregate proceeds on sale of assets2013-10-31$0
Aggregate carrying amount (costs) on sale of assets2013-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31ALLAN WIEGLEY
Accountancy firm EIN2013-10-31161044912
2012 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$0
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total transfer of assets to this plan2012-10-31$0
Total transfer of assets from this plan2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$3,010,191
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$227,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$215,015
Value of total corrective distributions2012-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$2,168,748
Value of total assets at end of year2012-10-31$11,141,764
Value of total assets at beginning of year2012-10-31$8,359,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$12,782
Total income from rents2012-10-31$0
Total interest from all sources2012-10-31$5,830
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$0
Administrative expenses professional fees incurred2012-10-31$0
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Amount of non-exempt transactions with any party-in-interest2012-10-31$0
Contributions received from participants2012-10-31$549,311
Participant contributions at end of year2012-10-31$0
Participant contributions at beginning of year2012-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$6,054
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-10-31$0
Other income not declared elsewhere2012-10-31$-40
Administrative expenses (other) incurred2012-10-31$0
Liabilities. Value of operating payables at beginning of year2012-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$2,782,394
Value of net assets at end of year (total assets less liabilities)2012-10-31$11,141,764
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$8,359,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
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 year2012-10-31$0
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-10-31$0
Investment advisory and management fees2012-10-31$0
Value of interest in pooled separate accounts at end of year2012-10-31$10,030,226
Value of interest in pooled separate accounts at beginning of year2012-10-31$7,962,116
Income. Interest from loans (other than to participants)2012-10-31$0
Interest earned on other investments2012-10-31$5,830
Income. Interest from US Government securities2012-10-31$0
Income. Interest from corporate debt instruments2012-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$311,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$397,254
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$0
Net investment gain/loss from pooled separate accounts2012-10-31$835,653
Net investment gain or loss from common/collective trusts2012-10-31$0
Net gain/loss from 103.12 investment entities2012-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31Yes
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$1,613,383
Employer contributions (assets) at end of year2012-10-31$800,000
Employer contributions (assets) at beginning of year2012-10-31$0
Income. Dividends from preferred stock2012-10-31$0
Income. Dividends from common stock2012-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$215,015
Contract administrator fees2012-10-31$12,782
Liabilities. Value of benefit claims payable at beginning of year2012-10-31$0
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Aggregate proceeds on sale of assets2012-10-31$0
Aggregate carrying amount (costs) on sale of assets2012-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31ALLAN WIEGLEY
Accountancy firm EIN2012-10-31161044912
2011 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$0
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total transfer of assets to this plan2011-10-31$0
Total transfer of assets from this plan2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$1,319,916
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$265,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$251,152
Value of total corrective distributions2011-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,032,480
Value of total assets at end of year2011-10-31$8,359,370
Value of total assets at beginning of year2011-10-31$7,304,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$14,136
Total income from rents2011-10-31$0
Total interest from all sources2011-10-31$7,308
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$0
Administrative expenses professional fees incurred2011-10-31$0
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Amount of non-exempt transactions with any party-in-interest2011-10-31$0
Contributions received from participants2011-10-31$441,637
Participant contributions at end of year2011-10-31$0
Participant contributions at beginning of year2011-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-31$0
Other income not declared elsewhere2011-10-31$1,466
Administrative expenses (other) incurred2011-10-31$0
Liabilities. Value of operating payables at beginning of year2011-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$1,054,628
Value of net assets at end of year (total assets less liabilities)2011-10-31$8,359,370
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$7,304,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
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 year2011-10-31$0
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-10-31$0
Investment advisory and management fees2011-10-31$0
Value of interest in pooled separate accounts at end of year2011-10-31$7,962,116
Value of interest in pooled separate accounts at beginning of year2011-10-31$6,940,912
Income. Interest from loans (other than to participants)2011-10-31$0
Interest earned on other investments2011-10-31$7,308
Income. Interest from US Government securities2011-10-31$0
Income. Interest from corporate debt instruments2011-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$397,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$363,830
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$0
Net investment gain/loss from pooled separate accounts2011-10-31$278,662
Net investment gain or loss from common/collective trusts2011-10-31$0
Net gain/loss from 103.12 investment entities2011-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31Yes
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$590,843
Employer contributions (assets) at end of year2011-10-31$0
Employer contributions (assets) at beginning of year2011-10-31$0
Income. Dividends from preferred stock2011-10-31$0
Income. Dividends from common stock2011-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$251,152
Contract administrator fees2011-10-31$14,136
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$0
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$0
Aggregate carrying amount (costs) on sale of assets2011-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31ALLAN WIEGLEY
Accountancy firm EIN2011-10-31161044912
2010 : MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for MGA RESEARCH CORPORATION 401K RETIREMENT PLAN

2022: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedYes
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: MGA RESEARCH CORPORATION 401K RETIREMENT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered218
Insurance policy start date2023-06-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number540432
Policy instance 3
Insurance contract or identification number540432
Number of Individuals Covered218
Insurance policy start date2023-06-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,146
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4146
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 2
Insurance contract or identification number416141
Number of Individuals Covered0
Insurance policy start date2022-11-01
Insurance policy end date2023-06-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,979
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3979
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered229
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,510
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8510
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered237
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,759
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8759
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered216
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,740
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6740
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered209
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $33,700
Total amount of fees paid to insurance companyUSD $8,678
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8678
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered195
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $43,840
Total amount of fees paid to insurance companyUSD $11,091
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered182
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
Total amount of commissions paid to insurance brokerUSD $28,635
Total amount of fees paid to insurance companyUSD $2,212
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,635
Amount paid for insurance broker fees2212
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBUFLIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered173
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $28,869
Total amount of fees paid to insurance companyUSD $1,569
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,869
Amount paid for insurance broker fees1569
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBUFLIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered159
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $26,648
Total amount of fees paid to insurance companyUSD $1,214
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,648
Amount paid for insurance broker fees1214
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBUFLIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered172
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $21,466
Total amount of fees paid to insurance companyUSD $812
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,466
Amount paid for insurance broker fees812
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBUFLIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered159
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $13,188
Total amount of fees paid to insurance companyUSD $725
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number416141
Policy instance 1
Insurance contract or identification number416141
Number of Individuals Covered133
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $15,049
Total amount of fees paid to insurance companyUSD $548
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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