MOORE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAI, INC. 401(K) PLAN
401k plan membership statisitcs for MAI, INC. 401(K) PLAN
Measure | Date | Value |
---|
2011: MAI, INC. 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MAI, INC. 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 16 |
Total participants | 2010-01-01 | 16 |
Number of participants with account balances | 2010-01-01 | 13 |
2009: MAI, INC. 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 17 |
Total participants | 2009-01-01 | 17 |
Number of participants with account balances | 2009-01-01 | 14 |
Measure | Date | Value |
---|
2011 : MAI, INC. 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $3,132 |
Expenses. Total of all expenses incurred | 2011-12-31 | $180,618 |
Benefits paid (including direct rollovers) | 2011-12-31 | $175,604 |
Total plan assets at end of year | 2011-12-31 | $330,571 |
Total plan assets at beginning of year | 2011-12-31 | $508,057 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $33,747 |
Other income received | 2011-12-31 | $-30,615 |
Net income (gross income less expenses) | 2011-12-31 | $-177,486 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $330,571 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $508,057 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $1,633 |
Value of corrective distributions | 2011-12-31 | $5,014 |
2010 : MAI, INC. 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $100,560 |
Expenses. Total of all expenses incurred | 2010-12-31 | $246,801 |
Benefits paid (including direct rollovers) | 2010-12-31 | $246,801 |
Total plan assets at end of year | 2010-12-31 | $508,057 |
Total plan assets at beginning of year | 2010-12-31 | $654,298 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $44,555 |
Other income received | 2010-12-31 | $56,005 |
Net income (gross income less expenses) | 2010-12-31 | $-146,241 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $508,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $654,298 |
2011: MAI, INC. 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MAI, INC. 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MAI, INC. 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2007: MAI, INC. 401(K) PLAN 2007 form 5500 responses |
---|
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 88155 |
Policy instance | 1 |
Insurance contract or identification number | 88155 | Number of Individuals Covered | 8 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,816 | Total amount of fees paid to insurance company | USD $939 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 88155 |
Policy instance | 1 |
Insurance contract or identification number | 88155 | Number of Individuals Covered | 13 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,310 | Total amount of fees paid to insurance company | USD $951 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,310 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 951 | Insurance broker name | KEMPER CPA GROUP, LLP |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions