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N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 401k Plan overview

Plan NameN & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA
Plan identification number 001

N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

N & M TRANSFER CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:N & M TRANSFER CO., INC.
Employer identification number (EIN):391389333
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01DAVID WILLIAMS
0012015-09-01DAVID WILLIAMS
0012014-09-01DAVID WILLIAMS
0012013-09-01DAVID J. WILLIAMS
0012012-09-01DAVID J. WILLIAMS DAVID J. WILLIAMS2014-06-05
0012011-09-01DAVID J. WILLIAMS
0012010-09-01DAVID J. WILLIAMS
0012009-09-01DAVID J. WILLIAMS

Plan Statistics for N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA

401k plan membership statisitcs for N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA

Measure Date Value
2021: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2021 401k membership
Total participants, beginning-of-year2021-09-01895
Total number of active participants reported on line 7a of the Form 55002021-09-01678
Number of retired or separated participants receiving benefits2021-09-0110
Number of other retired or separated participants entitled to future benefits2021-09-01170
Total of all active and inactive participants2021-09-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-012
Total participants2021-09-01860
Number of participants with account balances2021-09-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2020 401k membership
Total participants, beginning-of-year2020-09-01939
Total number of active participants reported on line 7a of the Form 55002020-09-01701
Number of retired or separated participants receiving benefits2020-09-019
Number of other retired or separated participants entitled to future benefits2020-09-01170
Total of all active and inactive participants2020-09-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-012
Total participants2020-09-01882
Number of participants with account balances2020-09-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2019 401k membership
Total participants, beginning-of-year2019-09-01944
Total number of active participants reported on line 7a of the Form 55002019-09-01787
Number of retired or separated participants receiving benefits2019-09-017
Number of other retired or separated participants entitled to future benefits2019-09-01132
Total of all active and inactive participants2019-09-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-014
Total participants2019-09-01930
Number of participants with account balances2019-09-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2018 401k membership
Total participants, beginning-of-year2018-09-01869
Total number of active participants reported on line 7a of the Form 55002018-09-01781
Number of retired or separated participants receiving benefits2018-09-015
Number of other retired or separated participants entitled to future benefits2018-09-01127
Total of all active and inactive participants2018-09-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-012
Total participants2018-09-01915
Number of participants with account balances2018-09-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2017 401k membership
Total participants, beginning-of-year2017-09-01845
Total number of active participants reported on line 7a of the Form 55002017-09-01736
Number of retired or separated participants receiving benefits2017-09-016
Number of other retired or separated participants entitled to future benefits2017-09-01123
Total of all active and inactive participants2017-09-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-014
Total participants2017-09-01869
Number of participants with account balances2017-09-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2016 401k membership
Total participants, beginning-of-year2016-09-01843
Total number of active participants reported on line 7a of the Form 55002016-09-01724
Number of retired or separated participants receiving benefits2016-09-015
Number of other retired or separated participants entitled to future benefits2016-09-01115
Total of all active and inactive participants2016-09-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-011
Total participants2016-09-01845
Number of participants with account balances2016-09-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2015 401k membership
Total participants, beginning-of-year2015-09-01819
Total number of active participants reported on line 7a of the Form 55002015-09-01728
Number of retired or separated participants receiving benefits2015-09-016
Number of other retired or separated participants entitled to future benefits2015-09-01108
Total of all active and inactive participants2015-09-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-011
Total participants2015-09-01843
Number of participants with account balances2015-09-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2014 401k membership
Total participants, beginning-of-year2014-09-01830
Total number of active participants reported on line 7a of the Form 55002014-09-01717
Number of retired or separated participants receiving benefits2014-09-016
Number of other retired or separated participants entitled to future benefits2014-09-0195
Total of all active and inactive participants2014-09-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-011
Total participants2014-09-01819
Number of participants with account balances2014-09-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2013 401k membership
Total participants, beginning-of-year2013-09-01822
Total number of active participants reported on line 7a of the Form 55002013-09-01721
Number of retired or separated participants receiving benefits2013-09-016
Number of other retired or separated participants entitled to future benefits2013-09-01101
Total of all active and inactive participants2013-09-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-012
Total participants2013-09-01830
Number of participants with account balances2013-09-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2012 401k membership
Total participants, beginning-of-year2012-09-01801
Total number of active participants reported on line 7a of the Form 55002012-09-01742
Number of retired or separated participants receiving benefits2012-09-018
Number of other retired or separated participants entitled to future benefits2012-09-0171
Total of all active and inactive participants2012-09-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01822
Number of participants with account balances2012-09-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2011 401k membership
Total participants, beginning-of-year2011-09-01770
Total number of active participants reported on line 7a of the Form 55002011-09-01720
Number of retired or separated participants receiving benefits2011-09-016
Number of other retired or separated participants entitled to future benefits2011-09-0174
Total of all active and inactive participants2011-09-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01801
Number of participants with account balances2011-09-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2010 401k membership
Total participants, beginning-of-year2010-09-01762
Total number of active participants reported on line 7a of the Form 55002010-09-01692
Number of retired or separated participants receiving benefits2010-09-017
Number of other retired or separated participants entitled to future benefits2010-09-0170
Total of all active and inactive participants2010-09-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-011
Total participants2010-09-01770
Number of participants with account balances2010-09-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year2009-09-01713
Total number of active participants reported on line 7a of the Form 55002009-09-01678
Number of retired or separated participants receiving benefits2009-09-016
Number of other retired or separated participants entitled to future benefits2009-09-0177
Total of all active and inactive participants2009-09-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-01762
Number of participants with account balances2009-09-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA

Measure Date Value
2022 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$6,226
Total unrealized appreciation/depreciation of assets2022-08-31$6,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-9,516,730
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$8,839,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$8,725,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$4,831,938
Value of total assets at end of year2022-08-31$94,485,570
Value of total assets at beginning of year2022-08-31$112,841,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$114,647
Total interest from all sources2022-08-31$68,593
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$7,068,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$7,068,361
Administrative expenses professional fees incurred2022-08-31$114,647
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$2,575,935
Participant contributions at end of year2022-08-31$1,694,962
Participant contributions at beginning of year2022-08-31$1,805,117
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$10,480
Other income not declared elsewhere2022-08-31$4,056
Total non interest bearing cash at end of year2022-08-31$31,818
Total non interest bearing cash at beginning of year2022-08-31$13,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-18,356,404
Value of net assets at end of year (total assets less liabilities)2022-08-31$94,485,570
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$112,841,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$76,711,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$96,899,542
Interest on participant loans2022-08-31$68,593
Value of interest in common/collective trusts at end of year2022-08-31$15,964,797
Value of interest in common/collective trusts at beginning of year2022-08-31$14,047,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$82,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$76,242
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-21,836,424
Net investment gain or loss from common/collective trusts2022-08-31$340,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31Yes
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$2,245,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$8,724,703
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-08-31410746749
2021 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$-13,477
Total unrealized appreciation/depreciation of assets2021-08-31$-13,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$28,220,300
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$10,890,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$10,789,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$5,378,852
Value of total assets at end of year2021-08-31$112,841,974
Value of total assets at beginning of year2021-08-31$95,512,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$101,053
Total interest from all sources2021-08-31$88,120
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$1,348,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$1,348,498
Administrative expenses professional fees incurred2021-08-31$101,053
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$2,434,803
Participant contributions at end of year2021-08-31$1,805,117
Participant contributions at beginning of year2021-08-31$2,180,220
Participant contributions at end of year2021-08-31$0
Participant contributions at beginning of year2021-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$1,081,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$4,384
Other income not declared elsewhere2021-08-31$27,322
Total non interest bearing cash at end of year2021-08-31$13,600
Total non interest bearing cash at beginning of year2021-08-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$17,329,775
Value of net assets at end of year (total assets less liabilities)2021-08-31$112,841,974
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$95,512,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$96,899,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$79,896,236
Interest on participant loans2021-08-31$88,120
Value of interest in common/collective trusts at end of year2021-08-31$14,047,473
Value of interest in common/collective trusts at beginning of year2021-08-31$13,355,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$76,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$76,242
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$21,010,735
Net investment gain or loss from common/collective trusts2021-08-31$380,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$1,862,547
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$10,788,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31Yes
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-08-31410746749
2020 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$16,053
Total unrealized appreciation/depreciation of assets2020-08-31$16,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$15,577,802
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$6,495,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$6,370,788
Value of total corrective distributions2020-08-31$10,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$4,290,780
Value of total assets at end of year2020-08-31$95,512,199
Value of total assets at beginning of year2020-08-31$86,429,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$114,082
Total interest from all sources2020-08-31$100,843
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$1,320,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$1,320,262
Administrative expenses professional fees incurred2020-08-31$114,082
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$2,342,758
Participant contributions at end of year2020-08-31$2,180,220
Participant contributions at beginning of year2020-08-31$2,098,412
Participant contributions at end of year2020-08-31$0
Participant contributions at beginning of year2020-08-31$46,534
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$136,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$4,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$5,571
Other income not declared elsewhere2020-08-31$-570
Total non interest bearing cash at end of year2020-08-31$50
Total non interest bearing cash at beginning of year2020-08-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$9,082,546
Value of net assets at end of year (total assets less liabilities)2020-08-31$95,512,199
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$86,429,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$79,896,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$71,621,983
Interest on participant loans2020-08-31$100,843
Value of interest in common/collective trusts at end of year2020-08-31$13,355,067
Value of interest in common/collective trusts at beginning of year2020-08-31$12,560,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$76,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$60,189
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$9,516,903
Net investment gain or loss from common/collective trusts2020-08-31$333,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$1,811,994
Employer contributions (assets) at end of year2020-08-31$0
Employer contributions (assets) at beginning of year2020-08-31$36,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$6,369,480
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-08-31410746749
2019 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$6,174,153
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$6,271,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$6,154,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$4,272,890
Value of total assets at end of year2019-08-31$86,429,653
Value of total assets at beginning of year2019-08-31$86,526,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$117,002
Total interest from all sources2019-08-31$84,419
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$1,301,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$1,301,672
Administrative expenses professional fees incurred2019-08-31$117,002
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$2,316,850
Participant contributions at end of year2019-08-31$2,098,412
Participant contributions at beginning of year2019-08-31$1,956,957
Participant contributions at end of year2019-08-31$46,534
Participant contributions at beginning of year2019-08-31$42,333
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$128,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$5,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$4,648
Other income not declared elsewhere2019-08-31$90
Total non interest bearing cash at end of year2019-08-31$50
Total non interest bearing cash at beginning of year2019-08-31$99
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-96,861
Value of net assets at end of year (total assets less liabilities)2019-08-31$86,429,653
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$86,526,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$71,621,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$72,273,395
Interest on participant loans2019-08-31$84,419
Value of interest in common/collective trusts at end of year2019-08-31$12,560,661
Value of interest in common/collective trusts at beginning of year2019-08-31$12,161,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$60,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$60,189
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$163,415
Net investment gain or loss from common/collective trusts2019-08-31$351,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$1,828,039
Employer contributions (assets) at end of year2019-08-31$36,253
Employer contributions (assets) at beginning of year2019-08-31$27,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$6,152,704
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-08-31410746749
2018 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$13,259,031
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$6,546,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$6,408,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$3,877,402
Value of total assets at end of year2018-08-31$86,526,514
Value of total assets at beginning of year2018-08-31$79,813,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$138,152
Total interest from all sources2018-08-31$74,369
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$1,294,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$1,294,727
Administrative expenses professional fees incurred2018-08-31$138,152
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$2,314,521
Participant contributions at end of year2018-08-31$1,956,957
Participant contributions at beginning of year2018-08-31$2,079,238
Participant contributions at end of year2018-08-31$42,333
Participant contributions at beginning of year2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$62,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$4,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$19,848
Other income not declared elsewhere2018-08-31$7,464
Total non interest bearing cash at end of year2018-08-31$99
Total non interest bearing cash at beginning of year2018-08-31$4,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$6,712,689
Value of net assets at end of year (total assets less liabilities)2018-08-31$86,526,514
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$79,813,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$72,273,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$65,212,270
Interest on participant loans2018-08-31$74,369
Value of interest in common/collective trusts at end of year2018-08-31$12,161,550
Value of interest in common/collective trusts at beginning of year2018-08-31$12,437,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$60,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$60,189
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$7,720,730
Net investment gain or loss from common/collective trusts2018-08-31$284,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$1,500,196
Employer contributions (assets) at end of year2018-08-31$27,343
Employer contributions (assets) at beginning of year2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$6,406,882
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-08-31410746749
2017 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$11,253,811
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$4,925,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$4,675,598
Expenses. Certain deemed distributions of participant loans2017-08-31$95,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$3,274,261
Value of total assets at end of year2017-08-31$79,813,825
Value of total assets at beginning of year2017-08-31$73,485,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$154,449
Total interest from all sources2017-08-31$77,811
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,035,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,035,253
Administrative expenses professional fees incurred2017-08-31$154,449
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$2,106,727
Participant contributions at end of year2017-08-31$2,079,238
Participant contributions at beginning of year2017-08-31$2,407,265
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$90,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$19,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$18,346
Other income not declared elsewhere2017-08-31$1,060
Total non interest bearing cash at end of year2017-08-31$4,888
Total non interest bearing cash at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$6,328,221
Value of net assets at end of year (total assets less liabilities)2017-08-31$79,813,825
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$73,485,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$65,212,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$58,434,671
Interest on participant loans2017-08-31$77,811
Value of interest in common/collective trusts at end of year2017-08-31$12,437,392
Value of interest in common/collective trusts at beginning of year2017-08-31$12,565,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$60,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$60,189
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$6,623,687
Net investment gain or loss from common/collective trusts2017-08-31$241,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,077,081
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$4,674,290
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31SCHENCK SC
Accountancy firm EIN2017-08-31391173131
2016 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$7,848,070
Total loss/gain on sale of assets2016-08-31$566
Total of all expenses incurred2016-08-31$5,898,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$5,743,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$3,259,222
Value of total assets at end of year2016-08-31$73,485,604
Value of total assets at beginning of year2016-08-31$71,535,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$154,596
Total interest from all sources2016-08-31$87,393
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$985,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$985,169
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$1,977,270
Participant contributions at end of year2016-08-31$2,407,265
Participant contributions at beginning of year2016-08-31$2,517,648
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$36,672
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$261,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$18,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$17,244
Administrative expenses (other) incurred2016-08-31$154,596
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$1,949,719
Value of net assets at end of year (total assets less liabilities)2016-08-31$73,485,604
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$71,535,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$58,434,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$56,383,161
Interest on participant loans2016-08-31$87,393
Value of interest in common/collective trusts at end of year2016-08-31$12,565,133
Value of interest in common/collective trusts at beginning of year2016-08-31$12,489,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$60,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$72,870
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$1,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$3,278,664
Net investment gain or loss from common/collective trusts2016-08-31$237,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,020,470
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$18,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$5,742,447
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$13,247
Aggregate carrying amount (costs) on sale of assets2016-08-31$12,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SCHENCK SC
Accountancy firm EIN2016-08-31391173131
2015 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$2,589,685
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$4,821,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$4,696,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$2,965,218
Value of total assets at end of year2015-08-31$71,535,885
Value of total assets at beginning of year2015-08-31$73,767,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$124,862
Total interest from all sources2015-08-31$82,568
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$921,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$921,057
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31Yes
Amount of non-exempt transactions with any party-in-interest2015-08-31$4,936
Contributions received from participants2015-08-31$1,999,988
Participant contributions at end of year2015-08-31$2,517,648
Participant contributions at beginning of year2015-08-31$2,829,290
Participant contributions at end of year2015-08-31$36,672
Participant contributions at beginning of year2015-08-31$35,683
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$18,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$17,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$16,249
Other income not declared elsewhere2015-08-31$5,595
Administrative expenses (other) incurred2015-08-31$124,862
Total non interest bearing cash at end of year2015-08-31$0
Total non interest bearing cash at beginning of year2015-08-31$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,232,052
Value of net assets at end of year (total assets less liabilities)2015-08-31$71,535,885
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$73,767,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$56,383,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$58,507,975
Interest on participant loans2015-08-31$82,568
Value of interest in common/collective trusts at end of year2015-08-31$12,489,896
Value of interest in common/collective trusts at beginning of year2015-08-31$12,290,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$72,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$72,870
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$1,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,603,439
Net investment gain or loss from common/collective trusts2015-08-31$218,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$947,159
Employer contributions (assets) at end of year2015-08-31$18,394
Employer contributions (assets) at beginning of year2015-08-31$12,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$4,695,298
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31SCHENCK SC
Accountancy firm EIN2015-08-31391173131
2014 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$4,079
Total unrealized appreciation/depreciation of assets2014-08-31$4,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$13,347,875
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$4,975,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$4,859,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$2,564,741
Value of total assets at end of year2014-08-31$73,767,937
Value of total assets at beginning of year2014-08-31$65,395,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$115,853
Total interest from all sources2014-08-31$94,159
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$467,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$467,022
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$1,868,923
Participant contributions at end of year2014-08-31$2,829,290
Participant contributions at beginning of year2014-08-31$2,917,768
Participant contributions at end of year2014-08-31$35,683
Participant contributions at beginning of year2014-08-31$34,349
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$51,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$16,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$17,495
Other income not declared elsewhere2014-08-31$12
Administrative expenses (other) incurred2014-08-31$115,853
Total non interest bearing cash at end of year2014-08-31$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$8,372,719
Value of net assets at end of year (total assets less liabilities)2014-08-31$73,767,937
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$65,395,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$58,507,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$40,198,892
Interest on participant loans2014-08-31$94,159
Value of interest in common/collective trusts at end of year2014-08-31$12,290,779
Value of interest in common/collective trusts at beginning of year2014-08-31$22,145,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$72,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$68,791
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$1,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$9,776,780
Net investment gain or loss from common/collective trusts2014-08-31$441,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$644,583
Employer contributions (assets) at end of year2014-08-31$12,228
Employer contributions (assets) at beginning of year2014-08-31$12,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$4,857,726
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31SCHENCK SC
Accountancy firm EIN2014-08-31391173131
2013 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$3,752
Total unrealized appreciation/depreciation of assets2013-08-31$3,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$10,944,425
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$4,079,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$3,958,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$2,432,711
Value of total assets at end of year2013-08-31$65,395,218
Value of total assets at beginning of year2013-08-31$58,530,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$121,312
Total interest from all sources2013-08-31$93,561
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$479,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$479,373
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$1,787,873
Participant contributions at end of year2013-08-31$2,917,768
Participant contributions at beginning of year2013-08-31$2,717,481
Participant contributions at end of year2013-08-31$34,349
Participant contributions at beginning of year2013-08-31$34,409
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$29,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$17,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$19,901
Other income not declared elsewhere2013-08-31$10,059
Administrative expenses (other) incurred2013-08-31$121,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$6,865,105
Value of net assets at end of year (total assets less liabilities)2013-08-31$65,395,218
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$58,530,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$40,198,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$34,869,240
Interest on participant loans2013-08-31$93,561
Value of interest in common/collective trusts at end of year2013-08-31$22,145,826
Value of interest in common/collective trusts at beginning of year2013-08-31$20,812,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$68,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$65,038
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$1,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$6,358,370
Net investment gain or loss from common/collective trusts2013-08-31$1,566,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$614,914
Employer contributions (assets) at end of year2013-08-31$12,097
Employer contributions (assets) at beginning of year2013-08-31$11,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$3,956,431
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31SCHENCK SC
Accountancy firm EIN2013-08-31391173131
2012 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$3,797
Total unrealized appreciation/depreciation of assets2012-08-31$3,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$7,652,257
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$2,820,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$2,708,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$2,578,548
Value of total assets at end of year2012-08-31$58,530,113
Value of total assets at beginning of year2012-08-31$53,698,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$112,557
Total interest from all sources2012-08-31$100,758
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$390,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$390,504
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$1,830,835
Participant contributions at end of year2012-08-31$2,717,481
Participant contributions at beginning of year2012-08-31$2,613,361
Participant contributions at end of year2012-08-31$34,409
Participant contributions at beginning of year2012-08-31$35,352
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$128,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$19,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$19,603
Administrative expenses (other) incurred2012-08-31$112,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$4,831,531
Value of net assets at end of year (total assets less liabilities)2012-08-31$58,530,113
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$53,698,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$34,869,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$31,152,506
Interest on participant loans2012-08-31$100,685
Interest earned on other investments2012-08-31$73
Value of interest in common/collective trusts at end of year2012-08-31$20,812,248
Value of interest in common/collective trusts at beginning of year2012-08-31$19,804,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$65,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$61,241
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$1,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$3,273,761
Net investment gain or loss from common/collective trusts2012-08-31$1,304,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$618,762
Employer contributions (assets) at end of year2012-08-31$11,796
Employer contributions (assets) at beginning of year2012-08-31$11,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$2,706,592
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31SCHENCK SC
Accountancy firm EIN2012-08-31391173131
2011 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$4,080
Total unrealized appreciation/depreciation of assets2011-08-31$4,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$9,046,395
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$2,330,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$2,254,431
Expenses. Certain deemed distributions of participant loans2011-08-31$7,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$2,495,213
Value of total assets at end of year2011-08-31$53,698,582
Value of total assets at beginning of year2011-08-31$46,982,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$69,185
Total interest from all sources2011-08-31$111,383
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$278,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$278,831
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$1,780,761
Participant contributions at end of year2011-08-31$2,613,361
Participant contributions at beginning of year2011-08-31$2,678,575
Participant contributions at end of year2011-08-31$35,352
Participant contributions at beginning of year2011-08-31$33,620
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$111,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$19,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$20,280
Administrative expenses (other) incurred2011-08-31$69,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$6,715,651
Value of net assets at end of year (total assets less liabilities)2011-08-31$53,698,582
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$46,982,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$31,152,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$27,359,382
Interest on participant loans2011-08-31$111,383
Value of interest in common/collective trusts at end of year2011-08-31$19,804,786
Value of interest in common/collective trusts at beginning of year2011-08-31$16,822,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$61,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$57,161
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$1,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$4,780,221
Net investment gain or loss from common/collective trusts2011-08-31$1,376,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$603,115
Employer contributions (assets) at end of year2011-08-31$11,733
Employer contributions (assets) at beginning of year2011-08-31$11,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$2,252,854
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31SCHENCK SC
Accountancy firm EIN2011-08-31391173131
2010 : N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA

2021: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedYes
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: N & M TRANSFER CO., INC. 401(K) PROFIT SHARING PLA 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered3
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered3
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered3
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered3
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered3
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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