Plan Name | 309 MONROE, INC. INCENTIVE SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JHI GROUP INC. |
Employer identification number (EIN): | 340894044 |
NAIC Classification: | 236200 |
Additional information about JHI GROUP INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1962-01-31 |
Company Identification Number: | 307655 |
Legal Registered Office Address: |
309 MONROE STREET - MONROEVILLE United States of America (USA) 44847 |
More information about JHI GROUP INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | PATRICIA A. ANDERSON | |||
001 | 2016-01-01 | PATRICIA A. ANDERSON | |||
001 | 2015-01-01 | PATRICIA A. ANDERSON | |||
001 | 2014-01-01 | PATRICIA A. ANDERSON | |||
001 | 2013-01-01 | PATRICIA A. ANDERSON | |||
001 | 2012-01-01 | PATRICIA A. ANDERSON | |||
001 | 2011-01-01 | PATRICIA A. ANDERSON | |||
001 | 2009-01-01 | KATHRYN I. NICKOLI | |||
001 | 2009-01-01 | KATHRYN I. NICKOLI |
Measure | Date | Value |
---|---|---|
2022: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
Total of all active and inactive participants | 2022-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 167 |
Number of participants with account balances | 2022-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
Total of all active and inactive participants | 2021-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 164 |
Number of participants with account balances | 2021-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 178 |
Number of participants with account balances | 2020-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 159 |
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 | 21 |
Total of all active and inactive participants | 2019-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 180 |
Number of participants with account balances | 2019-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 156 |
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 | 29 |
Total of all active and inactive participants | 2018-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 185 |
Number of participants with account balances | 2018-01-01 | 183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 16 |
2017: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 25 |
Total of all active and inactive participants | 2017-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 183 |
Number of participants with account balances | 2017-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 178 |
Number of participants with account balances | 2016-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 172 |
Number of participants with account balances | 2015-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 157 |
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 | 16 |
Total of all active and inactive participants | 2014-01-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 173 |
Number of participants with account balances | 2014-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 167 |
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 | 13 |
Total of all active and inactive participants | 2013-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 180 |
Number of participants with account balances | 2013-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 175 |
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 | 12 |
Total of all active and inactive participants | 2012-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 187 |
Number of participants with account balances | 2012-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 137 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 151 |
Number of participants with account balances | 2011-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 168 |
Number of participants with account balances | 2009-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-2,571,529 |
Total of all expenses incurred | 2022-12-31 | $574,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $557,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,134,147 |
Value of total assets at end of year | 2022-12-31 | $20,469,429 |
Value of total assets at beginning of year | 2022-12-31 | $23,615,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,465 |
Total interest from all sources | 2022-12-31 | $8,849 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,058,990 |
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 | $1,058,990 |
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 | $973,943 |
Participant contributions at end of year | 2022-12-31 | $122,733 |
Participant contributions at beginning of year | 2022-12-31 | $153,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,611 |
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 | $-3,145,919 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,469,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,615,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,259,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,343,626 |
Interest on participant loans | 2022-12-31 | $8,849 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,087,399 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,117,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,798,778 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $25,263 |
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 | No |
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 | $144,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $557,925 |
Contract administrator fees | 2022-12-31 | $16,465 |
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 | PAYNE NICKLES & COMPANY |
Accountancy firm EIN | 2022-12-31 | 341664586 |
2021 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $3,568,487 |
Total of all expenses incurred | 2021-12-31 | $1,821,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,818,300 |
Value of total corrective distributions | 2021-12-31 | $2,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,182,274 |
Value of total assets at end of year | 2021-12-31 | $23,615,348 |
Value of total assets at beginning of year | 2021-12-31 | $21,868,063 |
Total interest from all sources | 2021-12-31 | $11,429 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,251,799 |
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 | $1,251,799 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $958,644 |
Participant contributions at end of year | 2021-12-31 | $153,765 |
Participant contributions at beginning of year | 2021-12-31 | $238,053 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $79,196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,747,285 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,615,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,868,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,343,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,416,500 |
Interest on participant loans | 2021-12-31 | $11,429 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,117,957 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,213,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,101,417 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $21,568 |
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 | $144,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,818,300 |
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 | PAYNE NICKLES & COMPANY |
Accountancy firm EIN | 2021-12-31 | 341664586 |
2020 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $3,772,990 |
Total of all expenses incurred | 2020-12-31 | $536,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $535,338 |
Value of total corrective distributions | 2020-12-31 | $1,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,170,074 |
Value of total assets at end of year | 2020-12-31 | $21,868,063 |
Value of total assets at beginning of year | 2020-12-31 | $18,631,858 |
Total interest from all sources | 2020-12-31 | $16,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $743,358 |
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 | $743,358 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $915,516 |
Participant contributions at end of year | 2020-12-31 | $238,053 |
Participant contributions at beginning of year | 2020-12-31 | $305,952 |
Participant contributions at beginning of year | 2020-12-31 | $608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $117,846 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $636 |
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 | $3,236,205 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,868,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,631,858 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,416,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,582,405 |
Interest on participant loans | 2020-12-31 | $16,214 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,213,510 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $742,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,833,607 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,737 |
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 | Yes |
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 | $136,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $535,338 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | PAYNE NICKLES & COMPANY |
Accountancy firm EIN | 2020-12-31 | 341664586 |
2019 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $4,066,170 |
Total of all expenses incurred | 2019-12-31 | $1,930,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,935,898 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-5,303 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,013,675 |
Value of total assets at end of year | 2019-12-31 | $18,631,858 |
Value of total assets at beginning of year | 2019-12-31 | $16,496,283 |
Total interest from all sources | 2019-12-31 | $16,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $789,474 |
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 | $789,474 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $815,046 |
Participant contributions at end of year | 2019-12-31 | $305,952 |
Participant contributions at beginning of year | 2019-12-31 | $306,861 |
Participant contributions at end of year | 2019-12-31 | $608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,125 |
Total non interest bearing cash at end of year | 2019-12-31 | $636 |
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 | $2,135,575 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,631,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,496,283 |
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 | $17,582,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,473,144 |
Interest on participant loans | 2019-12-31 | $16,685 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $742,257 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $716,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,203,274 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $43,062 |
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 |
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 | $130,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,935,898 |
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 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2019-12-31 | 341816383 |
2018 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-104,999 |
Total of all expenses incurred | 2018-12-31 | $975,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $955,724 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $5,303 |
Value of total corrective distributions | 2018-12-31 | $14,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $964,091 |
Value of total assets at end of year | 2018-12-31 | $16,496,283 |
Value of total assets at beginning of year | 2018-12-31 | $17,577,092 |
Total interest from all sources | 2018-12-31 | $16,978 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $857,084 |
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 | $857,084 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $779,360 |
Participant contributions at end of year | 2018-12-31 | $306,861 |
Participant contributions at beginning of year | 2018-12-31 | $392,185 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $64,295 |
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 | $-1,080,809 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,496,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,577,092 |
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 | $15,473,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,331,667 |
Interest on participant loans | 2018-12-31 | $16,978 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $716,278 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $853,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,949,420 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $6,268 |
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 | $120,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $955,724 |
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 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2018-12-31 | 341816383 |
2017 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $3,528,297 |
Total of all expenses incurred | 2017-12-31 | $1,832,114 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,832,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,065,225 |
Value of total assets at end of year | 2017-12-31 | $17,577,092 |
Value of total assets at beginning of year | 2017-12-31 | $15,880,909 |
Total interest from all sources | 2017-12-31 | $18,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $656,859 |
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 | $656,859 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $776,578 |
Participant contributions at end of year | 2017-12-31 | $392,185 |
Participant contributions at beginning of year | 2017-12-31 | $509,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $165,427 |
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 | $1,696,183 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,577,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,880,909 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,331,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,581,462 |
Interest on participant loans | 2017-12-31 | $18,901 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $853,240 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $790,299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,776,766 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $10,546 |
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 | $123,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,832,114 |
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 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2017-12-31 | 341816383 |
2016 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $1,969,202 |
Total of all expenses incurred | 2016-12-31 | $1,683,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,668,015 |
Value of total corrective distributions | 2016-12-31 | $15,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $889,157 |
Value of total assets at end of year | 2016-12-31 | $15,880,909 |
Value of total assets at beginning of year | 2016-12-31 | $15,595,375 |
Total interest from all sources | 2016-12-31 | $20,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $542,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $542,946 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $733,040 |
Participant contributions at end of year | 2016-12-31 | $509,148 |
Participant contributions at beginning of year | 2016-12-31 | $517,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $33,082 |
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 | $285,534 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,880,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,595,375 |
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 | $14,581,462 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,193,354 |
Interest on participant loans | 2016-12-31 | $20,919 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $790,299 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $884,425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $501,441 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,739 |
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 | $123,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,668,015 |
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 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2016-12-31 | 341816383 |
2015 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $998,279 |
Total of all expenses incurred | 2015-12-31 | $731,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $725,393 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $3,176 |
Value of total corrective distributions | 2015-12-31 | $2,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,024,235 |
Value of total assets at end of year | 2015-12-31 | $15,595,375 |
Value of total assets at beginning of year | 2015-12-31 | $15,328,512 |
Total interest from all sources | 2015-12-31 | $21,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $603,479 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $603,479 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $688,096 |
Participant contributions at end of year | 2015-12-31 | $517,596 |
Participant contributions at beginning of year | 2015-12-31 | $521,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $221,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $266,863 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,595,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,328,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,193,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,947,030 |
Interest on participant loans | 2015-12-31 | $21,074 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $884,425 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $859,777 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-677,194 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $26,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $114,267 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $725,393 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2015-12-31 | 341816383 |
2014 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $35,984 |
Total income from all sources (including contributions) | 2014-12-31 | $1,496,738 |
Total of all expenses incurred | 2014-12-31 | $568,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $557,969 |
Value of total corrective distributions | 2014-12-31 | $10,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $898,282 |
Value of total assets at end of year | 2014-12-31 | $15,328,512 |
Value of total assets at beginning of year | 2014-12-31 | $14,436,262 |
Total interest from all sources | 2014-12-31 | $20,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $563,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $563,680 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $737,448 |
Participant contributions at end of year | 2014-12-31 | $521,705 |
Participant contributions at beginning of year | 2014-12-31 | $518,559 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,640,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $38,024 |
Other income not declared elsewhere | 2014-12-31 | $-140,507 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $928,234 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,328,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,400,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $13,947,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,225,794 |
Interest on participant loans | 2014-12-31 | $19,829 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $859,777 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $951,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $951,776 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $274 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $142,116 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $13,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $122,810 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $99,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $557,969 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $35,984 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2014-12-31 | 341816383 |
2013 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $35,984 |
Total income from all sources (including contributions) | 2013-12-31 | $2,741,496 |
Total of all expenses incurred | 2013-12-31 | $1,933,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,912,966 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $15,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $733,378 |
Value of total assets at end of year | 2013-12-31 | $14,436,262 |
Value of total assets at beginning of year | 2013-12-31 | $13,592,450 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,878 |
Total interest from all sources | 2013-12-31 | $23,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $378,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $378,470 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $571,476 |
Participant contributions at end of year | 2013-12-31 | $518,559 |
Participant contributions at beginning of year | 2013-12-31 | $545,305 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,640,205 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,211,669 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $62,074 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $600 |
Other income not declared elsewhere | 2013-12-31 | $923,079 |
Administrative expenses (other) incurred | 2013-12-31 | $4,878 |
Total non interest bearing cash at end of year | 2013-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $50 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $807,828 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,400,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,592,450 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,225,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,802,944 |
Interest on participant loans | 2013-12-31 | $22,424 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $951,776 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $949,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $949,792 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $683,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $99,828 |
Employer contributions (assets) at end of year | 2013-12-31 | $99,828 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $82,090 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,912,966 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $35,984 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2013-12-31 | 341816383 |
2012 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,331,351 |
Total of all expenses incurred | 2012-12-31 | $721,855 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $652,707 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $57,380 |
Value of total corrective distributions | 2012-12-31 | $5,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $542,284 |
Value of total assets at end of year | 2012-12-31 | $13,592,450 |
Value of total assets at beginning of year | 2012-12-31 | $12,982,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,505 |
Total interest from all sources | 2012-12-31 | $26,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $169,390 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $169,390 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $460,194 |
Participant contributions at end of year | 2012-12-31 | $545,305 |
Participant contributions at beginning of year | 2012-12-31 | $614,804 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,211,669 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $7,157,643 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $600 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $600 |
Other income not declared elsewhere | 2012-12-31 | $184,482 |
Administrative expenses (other) incurred | 2012-12-31 | $6,505 |
Total non interest bearing cash at end of year | 2012-12-31 | $50 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $50 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $609,496 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,592,450 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,982,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,802,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,212,599 |
Interest on participant loans | 2012-12-31 | $24,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $949,792 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $922,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $922,799 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,412 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $408,548 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $82,090 |
Employer contributions (assets) at end of year | 2012-12-31 | $82,090 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $74,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $652,707 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2012-12-31 | 341816383 |
2011 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $500,165 |
Total of all expenses incurred | 2011-12-31 | $1,134,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,092,861 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $13,462 |
Value of total corrective distributions | 2011-12-31 | $23,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $512,822 |
Value of total assets at end of year | 2011-12-31 | $12,982,954 |
Value of total assets at beginning of year | 2011-12-31 | $13,617,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,911 |
Total interest from all sources | 2011-12-31 | $31,997 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $155,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $155,327 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $438,363 |
Participant contributions at end of year | 2011-12-31 | $614,804 |
Participant contributions at beginning of year | 2011-12-31 | $598,323 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $7,157,643 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $7,522,769 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $600 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $600 |
Other income not declared elsewhere | 2011-12-31 | $115,869 |
Administrative expenses (other) incurred | 2011-12-31 | $4,911 |
Total non interest bearing cash at end of year | 2011-12-31 | $50 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-634,509 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,982,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,617,463 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,212,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,374,365 |
Interest on participant loans | 2011-12-31 | $28,075 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $922,799 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,045,664 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,045,664 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-315,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $74,459 |
Employer contributions (assets) at end of year | 2011-12-31 | $74,459 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $75,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,092,861 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2011-12-31 | 341816383 |
2010 : 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,761,512 |
Total of all expenses incurred | 2010-12-31 | $763,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $726,888 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $14,279 |
Value of total corrective distributions | 2010-12-31 | $13,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $571,116 |
Value of total assets at end of year | 2010-12-31 | $13,617,463 |
Value of total assets at beginning of year | 2010-12-31 | $12,619,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,625 |
Total interest from all sources | 2010-12-31 | $32,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $113,687 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $113,687 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $455,077 |
Participant contributions at end of year | 2010-12-31 | $598,323 |
Participant contributions at beginning of year | 2010-12-31 | $627,611 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $7,522,769 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,608,234 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $40,297 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $600 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $600 |
Other income not declared elsewhere | 2010-12-31 | $572,317 |
Administrative expenses (other) incurred | 2010-12-31 | $8,625 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $50 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $997,978 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,617,463 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,619,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,374,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,235,095 |
Interest on participant loans | 2010-12-31 | $32,403 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,069,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,045,664 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $454,857 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $16,928 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $75,742 |
Employer contributions (assets) at end of year | 2010-12-31 | $75,742 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $78,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $726,888 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | VANDOOTINGH, MOSHER, MELLEN & CO. |
Accountancy firm EIN | 2010-12-31 | 341816383 |
2022: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: 309 MONROE, INC. INCENTIVE SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |