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MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameMCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCFARLANE MANUFACTURING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCFARLANE MANUFACTURING COMPANY, INC.
Employer identification number (EIN):391046249
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN MCFARLANE
0012016-01-01JOHN MCFARLANE
0012015-01-01JOHN MCFARLANE
0012014-01-01JOHN MCFARLANE
0012013-01-01JOHN MCFARLANE
0012012-01-01JOHN MCFARLANE
0012011-01-01JOHN MCFARLANE
0012010-01-01JOHN MCFARLANE JOHN MCFARLANE2011-09-30
0012009-01-01JOHN MCFARLANE JOHN MCFARLANE2010-08-11

Plan Statistics for MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01272
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01268
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01272
Number of participants with account balances2021-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01260
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-01182
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01258
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01254
Number of participants with account balances2018-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01250
Number of participants with account balances2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01238
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01236
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01238
Number of participants with account balances2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01225
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01205
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01181
Total number of active participants reported on line 7a of the Form 55002010-01-01188
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01205
Number of participants with account balances2010-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01189
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,353,674
Total of all expenses incurred2022-12-31$2,777,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,690,973
Value of total corrective distributions2022-12-31$16,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$838,780
Value of total assets at end of year2022-12-31$22,214,910
Value of total assets at beginning of year2022-12-31$29,346,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,009
Total interest from all sources2022-12-31$52,959
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$291,236
Administrative expenses professional fees incurred2022-12-31$8,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$709,447
Participant contributions at end of year2022-12-31$313,318
Participant contributions at beginning of year2022-12-31$240,888
Participant contributions at end of year2022-12-31$25,068
Participant contributions at beginning of year2022-12-31$25,536
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,683
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$489,475
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-426
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$426
Other income not declared elsewhere2022-12-31$-62,413
Administrative expenses (other) incurred2022-12-31$31,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,131,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,214,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,346,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,379,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,434,182
Interest on participant loans2022-12-31$12,558
Interest earned on other investments2022-12-31$40,401
Value of interest in common/collective trusts at end of year2022-12-31$6,330,511
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,146,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,051,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,302,551
Net investment gain or loss from common/collective trusts2022-12-31$-1,171,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$129,759
Employer contributions (assets) at end of year2022-12-31$4,182
Employer contributions (assets) at beginning of year2022-12-31$104,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,690,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ENGELSON & ASSOCIATES, LTD
Accountancy firm EIN2022-12-31391625814
2021 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,542,125
Total of all expenses incurred2021-12-31$1,194,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,153,480
Value of total corrective distributions2021-12-31$-15,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$914,785
Value of total assets at end of year2021-12-31$29,346,121
Value of total assets at beginning of year2021-12-31$25,998,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,648
Total interest from all sources2021-12-31$51,284
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$484,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$484,978
Administrative expenses professional fees incurred2021-12-31$7,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$698,646
Participant contributions at end of year2021-12-31$240,888
Participant contributions at beginning of year2021-12-31$269,289
Participant contributions at end of year2021-12-31$25,536
Participant contributions at beginning of year2021-12-31$21,820
Assets. Other investments not covered elsewhere at end of year2021-12-31$489,475
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$472,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$358
Other income not declared elsewhere2021-12-31$18,323
Administrative expenses (other) incurred2021-12-31$24,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,347,395
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,346,121
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,998,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,434,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,736,132
Interest on participant loans2021-12-31$12,979
Interest earned on other investments2021-12-31$38,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,051,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,393,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,072,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$216,139
Employer contributions (assets) at end of year2021-12-31$104,006
Employer contributions (assets) at beginning of year2021-12-31$104,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,153,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ENGELSON & ASSOCIATES, LTD
Accountancy firm EIN2021-12-31391625814
2020 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,267,568
Total of all expenses incurred2020-12-31$2,621,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,561,508
Value of total corrective distributions2020-12-31$6,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,477,511
Value of total assets at end of year2020-12-31$25,998,726
Value of total assets at beginning of year2020-12-31$23,352,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,880
Total interest from all sources2020-12-31$61,201
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$419,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$419,567
Administrative expenses professional fees incurred2020-12-31$8,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$671,086
Participant contributions at end of year2020-12-31$269,289
Participant contributions at beginning of year2020-12-31$401,787
Participant contributions at end of year2020-12-31$21,820
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$472,455
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$539,909
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$595,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$435
Other income not declared elsewhere2020-12-31$35,312
Administrative expenses (other) incurred2020-12-31$23,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,645,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,998,726
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,352,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,736,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,043,747
Interest on participant loans2020-12-31$20,417
Interest earned on other investments2020-12-31$40,784
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,393,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,367,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,273,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$210,687
Employer contributions (assets) at end of year2020-12-31$104,732
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,561,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ENGELSON & ASSOCIATES, LTD
Accountancy firm EIN2020-12-31391625814
2019 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,119,028
Total of all expenses incurred2019-12-31$2,262,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,190,658
Value of total corrective distributions2019-12-31$2,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$768,303
Value of total assets at end of year2019-12-31$23,352,897
Value of total assets at beginning of year2019-12-31$20,496,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,506
Total interest from all sources2019-12-31$63,035
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$350,745
Administrative expenses professional fees incurred2019-12-31$8,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$601,011
Participant contributions at end of year2019-12-31$401,787
Participant contributions at beginning of year2019-12-31$399,312
Assets. Other investments not covered elsewhere at end of year2019-12-31$539,909
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$478,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$375
Other income not declared elsewhere2019-12-31$58,290
Administrative expenses (other) incurred2019-12-31$38,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,856,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,352,897
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,496,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,043,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,403,913
Interest on participant loans2019-12-31$23,000
Interest earned on other investments2019-12-31$40,035
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,508,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,367,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$705,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,876,959
Net investment gain or loss from common/collective trusts2019-12-31$1,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$102,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,190,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ENGELSON & ASSOCAITES, LTD
Accountancy firm EIN2019-12-31391625814
2018 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$12,549
Total of all expenses incurred2018-12-31$694,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$625,242
Expenses. Certain deemed distributions of participant loans2018-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$932,309
Value of total assets at end of year2018-12-31$20,496,029
Value of total assets at beginning of year2018-12-31$21,178,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,402
Total interest from all sources2018-12-31$24,643
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$344,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$344,879
Administrative expenses professional fees incurred2018-12-31$8,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$602,557
Participant contributions at end of year2018-12-31$399,312
Participant contributions at beginning of year2018-12-31$349,726
Assets. Other investments not covered elsewhere at end of year2018-12-31$478,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$401,958
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$227,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$68
Other income not declared elsewhere2018-12-31$-14,223
Administrative expenses (other) incurred2018-12-31$38,102
Total non interest bearing cash at beginning of year2018-12-31$34,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-682,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,496,029
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,178,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,403,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,329,442
Interest on participant loans2018-12-31$18,577
Interest earned on other investments2018-12-31$6,055
Value of interest in common/collective trusts at end of year2018-12-31$1,508,544
Value of interest in common/collective trusts at beginning of year2018-12-31$2,009,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$705,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,304,167
Net investment gain or loss from common/collective trusts2018-12-31$29,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$102,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$625,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2018-12-31391625814
2017 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,694,361
Total of all expenses incurred2017-12-31$987,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$927,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$660,065
Value of total assets at end of year2017-12-31$21,178,124
Value of total assets at beginning of year2017-12-31$18,471,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,263
Total interest from all sources2017-12-31$15,117
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$294,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$294,128
Administrative expenses professional fees incurred2017-12-31$7,900
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$503,828
Participant contributions at end of year2017-12-31$349,726
Participant contributions at beginning of year2017-12-31$363,931
Assets. Other investments not covered elsewhere at end of year2017-12-31$401,958
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$375,844
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$101
Other income not declared elsewhere2017-12-31$26,814
Administrative expenses (other) incurred2017-12-31$51,613
Total non interest bearing cash at end of year2017-12-31$34,588
Total non interest bearing cash at beginning of year2017-12-31$13,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,706,755
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,178,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,471,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,329,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,756,164
Interest on participant loans2017-12-31$15,074
Value of interest in common/collective trusts at end of year2017-12-31$2,009,615
Value of interest in common/collective trusts at beginning of year2017-12-31$1,912,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$48,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$48,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,669,345
Net investment gain or loss from common/collective trusts2017-12-31$28,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$94,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$927,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2017-12-31391625814
2016 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,888,492
Total of all expenses incurred2016-12-31$1,523,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,441,770
Expenses. Certain deemed distributions of participant loans2016-12-31$1,138
Value of total corrective distributions2016-12-31$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$635,789
Value of total assets at end of year2016-12-31$18,471,369
Value of total assets at beginning of year2016-12-31$18,105,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,940
Total interest from all sources2016-12-31$16,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$249,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$249,530
Administrative expenses professional fees incurred2016-12-31$5,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$490,390
Participant contributions at end of year2016-12-31$363,931
Participant contributions at beginning of year2016-12-31$394,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$375,844
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$413,254
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$204
Other income not declared elsewhere2016-12-31$16,928
Administrative expenses (other) incurred2016-12-31$45,690
Total non interest bearing cash at end of year2016-12-31$13,783
Total non interest bearing cash at beginning of year2016-12-31$13,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$365,474
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,471,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,105,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,756,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,426,737
Interest on participant loans2016-12-31$16,007
Value of interest in common/collective trusts at end of year2016-12-31$1,912,990
Value of interest in common/collective trusts at beginning of year2016-12-31$1,789,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$48,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$67,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$67,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$945,729
Net investment gain or loss from common/collective trusts2016-12-31$24,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$94,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,441,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2016-12-31391625814
2015 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,299,458
Total of all expenses incurred2015-12-31$974,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$891,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,033,313
Value of total assets at end of year2015-12-31$18,105,895
Value of total assets at beginning of year2015-12-31$17,780,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,183
Total interest from all sources2015-12-31$14,830
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$249,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$249,455
Administrative expenses professional fees incurred2015-12-31$7,700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$506,061
Participant contributions at end of year2015-12-31$394,000
Participant contributions at beginning of year2015-12-31$335,669
Assets. Other investments not covered elsewhere at end of year2015-12-31$413,254
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$359,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$106
Other income not declared elsewhere2015-12-31$-7,177
Administrative expenses (other) incurred2015-12-31$46,483
Total non interest bearing cash at end of year2015-12-31$13,961
Total non interest bearing cash at beginning of year2015-12-31$15,234
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$325,446
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,105,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,780,449
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
Investment advisory and management fees2015-12-31$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,426,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,146,684
Interest on participant loans2015-12-31$14,823
Value of interest in common/collective trusts at end of year2015-12-31$1,789,942
Value of interest in common/collective trusts at beginning of year2015-12-31$1,219,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$67,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$63,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$63,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,082
Net investment gain or loss from common/collective trusts2015-12-31$16,119
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$168,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$891,829
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 investment2015-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2015-12-31391625814
2014 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,762,951
Total of all expenses incurred2014-12-31$964,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$892,540
Value of total corrective distributions2014-12-31$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,596,304
Value of total assets at end of year2014-12-31$17,780,449
Value of total assets at beginning of year2014-12-31$15,982,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,935
Total interest from all sources2014-12-31$14,298
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$244,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$244,619
Administrative expenses professional fees incurred2014-12-31$14,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$573,209
Participant contributions at end of year2014-12-31$335,669
Participant contributions at beginning of year2014-12-31$393,226
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$422,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$356
Administrative expenses (other) incurred2014-12-31$40,035
Total non interest bearing cash at end of year2014-12-31$15,234
Total non interest bearing cash at beginning of year2014-12-31$7,528
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$1,798,341
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,780,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,982,108
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
Investment advisory and management fees2014-12-31$17,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,146,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,118,844
Interest on participant loans2014-12-31$14,293
Value of interest in common/collective trusts at end of year2014-12-31$1,219,201
Value of interest in common/collective trusts at beginning of year2014-12-31$1,431,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$63,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$892,693
Net investment gain or loss from common/collective trusts2014-12-31$15,037
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$601,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$892,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2014-12-31391625814
2013 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,126
Total income from all sources (including contributions)2013-12-31$3,493,363
Total of all expenses incurred2013-12-31$569,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$515,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$771,425
Value of total assets at end of year2013-12-31$15,982,108
Value of total assets at beginning of year2013-12-31$13,062,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,582
Total interest from all sources2013-12-31$14,694
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$201,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$201,523
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$581,264
Participant contributions at end of year2013-12-31$393,226
Participant contributions at beginning of year2013-12-31$331,354
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$190,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$164
Administrative expenses (other) incurred2013-12-31$32,332
Total non interest bearing cash at end of year2013-12-31$7,528
Total non interest bearing cash at beginning of year2013-12-31$2,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,924,056
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,982,108
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,058,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,118,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,120,220
Interest on participant loans2013-12-31$14,691
Value of interest in common/collective trusts at end of year2013-12-31$1,431,846
Value of interest in common/collective trusts at beginning of year2013-12-31$2,006,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,486,330
Net investment gain or loss from common/collective trusts2013-12-31$19,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$589,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$515,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,126
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2013-12-31391625814
2012 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,126
Total income from all sources (including contributions)2012-12-31$2,537,007
Total of all expenses incurred2012-12-31$342,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$300,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,179,955
Value of total assets at end of year2012-12-31$12,472,345
Value of total assets at beginning of year2012-12-31$10,277,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,962
Total interest from all sources2012-12-31$28,841
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$209,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$209,511
Administrative expenses professional fees incurred2012-12-31$4,900
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$414,797
Participant contributions at end of year2012-12-31$331,354
Participant contributions at beginning of year2012-12-31$219,990
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$85,155
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$164
Administrative expenses (other) incurred2012-12-31$32,812
Total non interest bearing cash at end of year2012-12-31$2,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,194,581
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,472,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,277,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,120,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,756,993
Interest on participant loans2012-12-31$28,223
Interest earned on other investments2012-12-31$618
Value of interest in common/collective trusts at end of year2012-12-31$2,006,900
Value of interest in common/collective trusts at beginning of year2012-12-31$2,300,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,106,476
Net investment gain or loss from common/collective trusts2012-12-31$12,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$680,003
Employer contributions (assets) at end of year2012-12-31$589,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$300,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,126
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2012-12-31391625814
2011 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$751,845
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$657,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$641,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,111,245
Value of total assets at end of year2011-12-31$10,277,764
Value of total assets at beginning of year2011-12-31$10,182,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,391
Total interest from all sources2011-12-31$9,236
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$140,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$140,182
Administrative expenses professional fees incurred2011-12-31$4,700
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$421,437
Participant contributions at end of year2011-12-31$219,990
Participant contributions at beginning of year2011-12-31$222,766
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$117,427
Other income not declared elsewhere2011-12-31$-540,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,824
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,277,764
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,182,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,756,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,062,561
Interest on participant loans2011-12-31$9,236
Value of interest in common/collective trusts at end of year2011-12-31$2,300,781
Value of interest in common/collective trusts at beginning of year2011-12-31$1,897,613
Net investment gain or loss from common/collective trusts2011-12-31$31,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$572,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$641,630
Contract administrator fees2011-12-31$10,691
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2011-12-31391625814
2010 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,746,867
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$702,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$683,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$552,972
Value of total assets at end of year2010-12-31$10,182,940
Value of total assets at beginning of year2010-12-31$9,138,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,657
Total interest from all sources2010-12-31$9,178
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,418
Administrative expenses professional fees incurred2010-12-31$4,473
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$385,974
Participant contributions at end of year2010-12-31$222,766
Participant contributions at beginning of year2010-12-31$200,644
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,044,385
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,182,940
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,138,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,062,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,763,757
Interest on participant loans2010-12-31$9,178
Value of interest in common/collective trusts at end of year2010-12-31$1,897,613
Value of interest in common/collective trusts at beginning of year2010-12-31$2,174,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,031,167
Net investment gain or loss from common/collective trusts2010-12-31$31,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$140,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$683,825
Contract administrator fees2010-12-31$14,184
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ENGELSON & ASSOCIATES, LTD.
Accountancy firm EIN2010-12-31391625814
2009 : MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN

2022: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered249
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered260
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered252
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered247
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered237
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered232
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62699
Policy instance 1
Insurance contract or identification numberQK62699
Number of Individuals Covered208
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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