MULLIGAN LIMITED has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019: MULLIGAN LIMITED 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 107 |
Number of participants with account balances | 2019-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: MULLIGAN LIMITED 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 145 |
Number of participants with account balances | 2018-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2014: MULLIGAN LIMITED 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 30 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MULLIGAN LIMITED 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 25 |
Number of participants with account balances | 2013-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: MULLIGAN LIMITED 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: MULLIGAN LIMITED 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 18 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MULLIGAN LIMITED 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2019 : MULLIGAN LIMITED 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $167,751 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $349,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $335,292 |
Value of total corrective distributions | 2019-12-31 | $5,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $53,792 |
Value of total assets at end of year | 2019-12-31 | $632,464 |
Value of total assets at beginning of year | 2019-12-31 | $813,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,601 |
Total interest from all sources | 2019-12-31 | $439 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $22,286 |
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 | $22,286 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $82,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $41,231 |
Participant contributions at end of year | 2019-12-31 | $9,019 |
Participant contributions at beginning of year | 2019-12-31 | $8,959 |
Administrative expenses (other) incurred | 2019-12-31 | $8,601 |
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 | $-181,251 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $632,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $813,715 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $527,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $645,300 |
Interest on participant loans | 2019-12-31 | $439 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $95,487 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $159,456 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $88,690 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $12,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $335,292 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
Accountancy firm name | 2019-12-31 | SERVANTES, O'BRIEN & FONG, LLP |
Accountancy firm EIN | 2019-12-31 | 455514068 |
2018 : MULLIGAN LIMITED 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $100,822 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $392,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $390,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $58,135 |
Value of total assets at end of year | 2018-12-31 | $813,715 |
Value of total assets at beginning of year | 2018-12-31 | $1,105,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,519 |
Total interest from all sources | 2018-12-31 | $105 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $26,038 |
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 | $26,038 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $111,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
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 | $42,707 |
Participant contributions at end of year | 2018-12-31 | $8,959 |
Participant contributions at beginning of year | 2018-12-31 | $17,206 |
Administrative expenses (other) incurred | 2018-12-31 | $1,519 |
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 | $-291,409 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $813,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,105,124 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $645,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,087,918 |
Interest on participant loans | 2018-12-31 | $105 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $159,456 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $15,672 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $872 |
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 | $15,428 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $390,712 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
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 | SERVANTES, O'BRIEN & FONG, LLP |
Accountancy firm EIN | 2018-12-31 | 455514068 |
2014 : MULLIGAN LIMITED 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $95,500 |
Expenses. Total of all expenses incurred | 2014-12-31 | $138,062 |
Benefits paid (including direct rollovers) | 2014-12-31 | $137,528 |
Total plan assets at end of year | 2014-12-31 | $857,832 |
Total plan assets at beginning of year | 2014-12-31 | $900,394 |
Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
Total contributions received or receivable from participants | 2014-12-31 | $40,781 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $534 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $46,950 |
Net income (gross income less expenses) | 2014-12-31 | $-42,562 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $857,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $900,394 |
Assets. Value of participant loans | 2014-12-31 | $45,109 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $7,769 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : MULLIGAN LIMITED 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $149,830 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,078 |
Benefits paid (including direct rollovers) | 2013-12-31 | $7,500 |
Total plan assets at end of year | 2013-12-31 | $900,394 |
Total plan assets at beginning of year | 2013-12-31 | $758,642 |
Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
Total contributions received or receivable from participants | 2013-12-31 | $40,351 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $578 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $100,041 |
Net income (gross income less expenses) | 2013-12-31 | $141,752 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $900,394 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $758,642 |
Assets. Value of participant loans | 2013-12-31 | $27,135 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $9,438 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : MULLIGAN LIMITED 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $-1,058 |
Total income from all sources | 2012-12-31 | $128,098 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,267 |
Benefits paid (including direct rollovers) | 2012-12-31 | $8,809 |
Total plan assets at end of year | 2012-12-31 | $758,642 |
Total plan assets at beginning of year | 2012-12-31 | $640,869 |
Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
Total contributions received or receivable from participants | 2012-12-31 | $46,026 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $458 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $61,112 |
Net income (gross income less expenses) | 2012-12-31 | $118,831 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $758,642 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $640,869 |
Assets. Value of participant loans | 2012-12-31 | $14,367 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $20,960 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MULLIGAN LIMITED 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $41,056 |
Expenses. Total of all expenses incurred | 2011-12-31 | $33,247 |
Benefits paid (including direct rollovers) | 2011-12-31 | $32,796 |
Total plan assets at end of year | 2011-12-31 | $640,869 |
Total plan assets at beginning of year | 2011-12-31 | $633,060 |
Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
Total contributions received or receivable from participants | 2011-12-31 | $35,651 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $451 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $662 |
Net income (gross income less expenses) | 2011-12-31 | $7,809 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $640,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $633,060 |
Assets. Value of participant loans | 2011-12-31 | $23,650 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $4,743 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : MULLIGAN LIMITED 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $83,662 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,562 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $633,060 |
Total plan assets at beginning of year | 2010-12-31 | $553,960 |
Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
Total contributions received or receivable from participants | 2010-12-31 | $34,191 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $482 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $49,223 |
Net income (gross income less expenses) | 2010-12-31 | $79,100 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $633,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $553,960 |
Assets. Value of participant loans | 2010-12-31 | $35,924 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $248 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $4,080 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MULLIGAN LIMITED 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |