MEYER PRODUCTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM
401k plan membership statisitcs for MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM
Measure | Date | Value |
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2022 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-735,711 |
Total of all expenses incurred | 2022-12-31 | $821,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $796,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $515,265 |
Value of total assets at end of year | 2022-12-31 | $5,547,881 |
Value of total assets at beginning of year | 2022-12-31 | $7,105,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,297 |
Total interest from all sources | 2022-12-31 | $3,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $72,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $72,398 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $350,688 |
Participant contributions at end of year | 2022-12-31 | $65,950 |
Participant contributions at beginning of year | 2022-12-31 | $91,136 |
Participant contributions at end of year | 2022-12-31 | $1,722 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $17,151 |
Other income not declared elsewhere | 2022-12-31 | $3,883 |
Total non interest bearing cash at end of year | 2022-12-31 | $14,948 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $12,268 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,557,695 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,547,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,105,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $17,244 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,165,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,647,998 |
Interest on participant loans | 2022-12-31 | $3,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $299,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $354,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,330,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $147,426 |
Employer contributions (assets) at end of year | 2022-12-31 | $815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $796,687 |
Contract administrator fees | 2022-12-31 | $8,053 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2022-12-31 | 371574855 |
2021 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,370,046 |
Total of all expenses incurred | 2021-12-31 | $802,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $778,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $461,909 |
Value of total assets at end of year | 2021-12-31 | $7,105,576 |
Value of total assets at beginning of year | 2021-12-31 | $6,537,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,512 |
Total interest from all sources | 2021-12-31 | $4,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $74,756 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $74,756 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $329,038 |
Participant contributions at end of year | 2021-12-31 | $91,136 |
Participant contributions at beginning of year | 2021-12-31 | $96,400 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $1,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $17,898 |
Total non interest bearing cash at end of year | 2021-12-31 | $12,268 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $568,012 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,105,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,537,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $16,939 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,647,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,724,007 |
Interest on participant loans | 2021-12-31 | $4,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $354,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $485,825 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $828,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $114,973 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $228,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $778,522 |
Contract administrator fees | 2021-12-31 | $6,573 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2021-12-31 | 371574855 |
2020 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $1,628,430 |
Total of all expenses incurred | 2020-12-31 | $1,395,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,370,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $783,900 |
Value of total assets at end of year | 2020-12-31 | $6,537,564 |
Value of total assets at beginning of year | 2020-12-31 | $6,304,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,135 |
Total interest from all sources | 2020-12-31 | $5,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $57,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $57,423 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $399,561 |
Participant contributions at end of year | 2020-12-31 | $96,400 |
Participant contributions at beginning of year | 2020-12-31 | $128,726 |
Participant contributions at end of year | 2020-12-31 | $1,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,251 |
Other income not declared elsewhere | 2020-12-31 | $445 |
Total non interest bearing cash at end of year | 2020-12-31 | $941 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $232,923 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,537,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,304,641 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $15,173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,724,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,282,250 |
Interest on participant loans | 2020-12-31 | $5,939 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $485,825 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $626,482 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $780,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $383,088 |
Employer contributions (assets) at end of year | 2020-12-31 | $228,668 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $266,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,370,372 |
Contract administrator fees | 2020-12-31 | $9,962 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2020-12-31 | 371574855 |
2019 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2019 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,087,951 |
Total income from all sources (including contributions) | 2019-12-31 | $2,087,951 |
Total of all expenses incurred | 2019-12-31 | $1,762,719 |
Total of all expenses incurred | 2019-12-31 | $1,762,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,735,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,735,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,497 |
Value of total assets at end of year | 2019-12-31 | $6,304,641 |
Value of total assets at end of year | 2019-12-31 | $6,304,641 |
Value of total assets at beginning of year | 2019-12-31 | $5,979,409 |
Value of total assets at beginning of year | 2019-12-31 | $5,979,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,043 |
Total interest from all sources | 2019-12-31 | $4,717 |
Total interest from all sources | 2019-12-31 | $4,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $91,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $91,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $91,159 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $91,159 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $514,436 |
Contributions received from participants | 2019-12-31 | $514,436 |
Participant contributions at end of year | 2019-12-31 | $128,726 |
Participant contributions at end of year | 2019-12-31 | $128,726 |
Participant contributions at beginning of year | 2019-12-31 | $49,026 |
Participant contributions at beginning of year | 2019-12-31 | $49,026 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,118 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,118 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $54,655 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $54,655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $325,232 |
Value of net income/loss | 2019-12-31 | $325,232 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,304,641 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,304,641 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,979,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,979,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $16,234 |
Investment advisory and management fees | 2019-12-31 | $16,234 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,282,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,282,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,246,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,246,084 |
Interest on participant loans | 2019-12-31 | $4,717 |
Interest on participant loans | 2019-12-31 | $4,717 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $626,482 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $626,482 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $351,051 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $351,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,025,578 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,025,578 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $452,061 |
Contributions received in cash from employer | 2019-12-31 | $452,061 |
Employer contributions (assets) at end of year | 2019-12-31 | $266,065 |
Employer contributions (assets) at end of year | 2019-12-31 | $266,065 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $278,593 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $278,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,735,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,735,676 |
Contract administrator fees | 2019-12-31 | $10,809 |
Contract administrator fees | 2019-12-31 | $10,809 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CORRIGAN KRAUSE |
Accountancy firm name | 2019-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2019-12-31 | 371574855 |
Accountancy firm EIN | 2019-12-31 | 371574855 |
2018 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $739,560 |
Total of all expenses incurred | 2018-12-31 | $1,072,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,044,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,069,277 |
Value of total assets at end of year | 2018-12-31 | $5,979,409 |
Value of total assets at beginning of year | 2018-12-31 | $6,312,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $27,753 |
Total interest from all sources | 2018-12-31 | $2,876 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $95,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $95,841 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $598,897 |
Participant contributions at end of year | 2018-12-31 | $49,026 |
Participant contributions at beginning of year | 2018-12-31 | $79,300 |
Participant contributions at beginning of year | 2018-12-31 | $15,978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,347 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $6,857 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $54,655 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-332,654 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,979,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,312,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $18,195 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,246,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,608,045 |
Interest on participant loans | 2018-12-31 | $2,876 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $351,051 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $302,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-435,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $468,033 |
Employer contributions (assets) at end of year | 2018-12-31 | $278,593 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $303,501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,044,461 |
Contract administrator fees | 2018-12-31 | $9,558 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2018-12-31 | 371574855 |
2017 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $349 |
Total income from all sources (including contributions) | 2017-12-31 | $1,967,612 |
Total of all expenses incurred | 2017-12-31 | $179,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $155,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,147,291 |
Value of total assets at end of year | 2017-12-31 | $6,312,063 |
Value of total assets at beginning of year | 2017-12-31 | $4,524,153 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $23,680 |
Total interest from all sources | 2017-12-31 | $3,798 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $77,197 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $77,197 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $634,942 |
Participant contributions at end of year | 2017-12-31 | $79,300 |
Participant contributions at beginning of year | 2017-12-31 | $86,271 |
Participant contributions at end of year | 2017-12-31 | $15,978 |
Participant contributions at beginning of year | 2017-12-31 | $19,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $89 |
Other income not declared elsewhere | 2017-12-31 | $5,089 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $349 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,463 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,788,259 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,312,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,523,804 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $14,980 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,608,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,853,467 |
Interest on participant loans | 2017-12-31 | $3,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $302,776 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $246,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $734,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $512,260 |
Employer contributions (assets) at end of year | 2017-12-31 | $303,501 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $316,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $155,673 |
Contract administrator fees | 2017-12-31 | $8,700 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2017-12-31 | 371574855 |
2016 : MEYER PRODUCTS/SWENSON SPREADER 401(K) PROGRAM 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $2,620,771 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $349 |
Total income from all sources (including contributions) | 2016-12-31 | $1,944,048 |
Total of all expenses incurred | 2016-12-31 | $41,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $24,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,738,666 |
Value of total assets at end of year | 2016-12-31 | $4,524,153 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $16,869 |
Total interest from all sources | 2016-12-31 | $3,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $7,116 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $660,074 |
Participant contributions at end of year | 2016-12-31 | $86,271 |
Participant contributions at end of year | 2016-12-31 | $19,454 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $535,116 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $2,442 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $349 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,645 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,903,033 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,523,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,853,467 |
Interest on participant loans | 2016-12-31 | $3,722 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $246,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $199,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $543,476 |
Employer contributions (assets) at end of year | 2016-12-31 | $316,530 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $24,146 |
Contract administrator fees | 2016-12-31 | $9,753 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2016-12-31 | 371574855 |