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MARKEY'S / EBC HEALTH PLAN 211102 401k Plan overview

Plan NameMARKEY'S / EBC HEALTH PLAN 211102
Plan identification number 502

MARKEY'S / EBC HEALTH PLAN 211102 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

MARKEY'S AUDIO VISUAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARKEY'S AUDIO VISUAL, INC.
Employer identification number (EIN):351467871
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKEY'S / EBC HEALTH PLAN 211102

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022015-01-01GREGORY STEEB GREGORY STEEB2016-06-10
5022015-01-01 GREGORY STEEB2016-03-17
5022014-04-01GREGORY STEEB GREGORY STEEB2015-04-14
5022013-04-01GREGORY STEEB GREGORY STEEB2014-06-10
5022012-04-01GREGORY STEEB GREGORY STEEB2013-07-18
5022011-04-01GREGORY STEEB
5022009-04-01GREGORY STEEB GREGORY STEEB2010-07-14
5022009-04-01GREGORY STEEB
5022009-04-01GREGORY STEEB GREGORY STEEB2010-07-14
5022009-04-01 GREGORY STEEB2010-07-14

Plan Statistics for MARKEY'S / EBC HEALTH PLAN 211102

401k plan membership statisitcs for MARKEY'S / EBC HEALTH PLAN 211102

Measure Date Value
2015: MARKEY'S / EBC HEALTH PLAN 211102 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-01159
2014: MARKEY'S / EBC HEALTH PLAN 211102 2014 401k membership
Total participants, beginning-of-year2014-04-01134
Total number of active participants reported on line 7a of the Form 55002014-04-01144
Total of all active and inactive participants2014-04-01144
Total participants2014-04-01144
2013: MARKEY'S / EBC HEALTH PLAN 211102 2013 401k membership
Total participants, beginning-of-year2013-04-01129
Total number of active participants reported on line 7a of the Form 55002013-04-01133
Total of all active and inactive participants2013-04-01133
Total participants2013-04-01133
2012: MARKEY'S / EBC HEALTH PLAN 211102 2012 401k membership
Total participants, beginning-of-year2012-04-01122
Total number of active participants reported on line 7a of the Form 55002012-04-01127
Number of retired or separated participants receiving benefits2012-04-011
Total of all active and inactive participants2012-04-01128
Total participants2012-04-01128
2011: MARKEY'S / EBC HEALTH PLAN 211102 2011 401k membership
Total participants, beginning-of-year2011-04-01113
Total number of active participants reported on line 7a of the Form 55002011-04-01118
Number of retired or separated participants receiving benefits2011-04-012
Total of all active and inactive participants2011-04-01120
Total participants2011-04-01120
2009: MARKEY'S / EBC HEALTH PLAN 211102 2009 401k membership
Total participants, beginning-of-year2009-04-01146
Total number of active participants reported on line 7a of the Form 55002009-04-01128
Number of retired or separated participants receiving benefits2009-04-012
Total of all active and inactive participants2009-04-01130
Total participants2009-04-01130

Financial Data on MARKEY'S / EBC HEALTH PLAN 211102

Measure Date Value
2015 : MARKEY'S / EBC HEALTH PLAN 211102 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$943,064
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$943,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$907,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$943,064
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,292
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$35,292
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$231,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$0
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$211,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$712,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$695,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : MARKEY'S / EBC HEALTH PLAN 211102 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$0
Total income from all sources (including contributions)2014-12-31$725,869
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$725,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$702,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$725,869
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,248
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$210,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$0
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$138,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$515,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$563,629
Contract administrator fees2014-12-31$23,248
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$1,423,844
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$1,423,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,393,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,423,844
Value of total assets at end of year2014-03-31$0
Value of total assets at beginning of year2014-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$30,568
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31No
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$284,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$0
Value of net assets at end of year (total assets less liabilities)2014-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$163,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,139,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,229,831
Contract administrator fees2014-03-31$30,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
2013 : MARKEY'S / EBC HEALTH PLAN 211102 2013 401k financial data
Total income from all sources (including contributions)2013-03-31$937,435
Total of all expenses incurred2013-03-31$937,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$908,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$937,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$28,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31No
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$201,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$167,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$736,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$741,218
Contract administrator fees2013-03-31$28,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
2012 : MARKEY'S / EBC HEALTH PLAN 211102 2012 401k financial data
Total income from all sources (including contributions)2012-03-31$1,046,920
Total of all expenses incurred2012-03-31$1,046,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$996,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,046,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$49,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31No
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$186,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$123,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$860,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$873,549
Contract administrator fees2012-03-31$49,975
Did the plan have assets held for investment2012-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
2011 : MARKEY'S / EBC HEALTH PLAN 211102 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$811,553
Total of all expenses incurred2011-03-31$811,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$763,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$811,553
Value of total assets at end of year2011-03-31$0
Value of total assets at beginning of year2011-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$47,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31No
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$240,763
Total non interest bearing cash at end of year2011-03-31$0
Total non interest bearing cash at beginning of year2011-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$0
Value of net assets at end of year (total assets less liabilities)2011-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$132,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$570,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$631,350
Contract administrator fees2011-03-31$47,669
Liabilities. Value of benefit claims payable at end of year2011-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No

Form 5500 Responses for MARKEY'S / EBC HEALTH PLAN 211102

2015: MARKEY'S / EBC HEALTH PLAN 211102 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MARKEY'S / EBC HEALTH PLAN 211102 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01First time form 5500 has been submittedYes
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: MARKEY'S / EBC HEALTH PLAN 211102 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: MARKEY'S / EBC HEALTH PLAN 211102 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01First time form 5500 has been submittedYes
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: MARKEY'S / EBC HEALTH PLAN 211102 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01First time form 5500 has been submittedYes
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2009: MARKEY'S / EBC HEALTH PLAN 211102 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract numberJL203
Policy instance 1
Insurance contract or identification numberJL203
Number of Individuals Covered129
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $17,698
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $138,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,698
Insurance broker nameMARK E LUX INSURANCE INC

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