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MISTER MONEY INVESTMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameMISTER MONEY INVESTMENT, INC. 401(K) PLAN
Plan identification number 001

MISTER MONEY INVESTMENT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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)).

401k Sponsoring company profile

MISTER MONEY INVESTMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MISTER MONEY INVESTMENT, INC.
Employer identification number (EIN):450616792
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISTER MONEY INVESTMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICOLE SALMON
0012016-01-01NICOLE SALMON
0012015-01-01NICOLE SALMON
0012014-01-01NICOLE SALMON
0012013-01-01NICOLE SALMON
0012012-01-01NICOLE SALMON
0012011-01-01NICOLE SALMON

Plan Statistics for MISTER MONEY INVESTMENT, INC. 401(K) PLAN

401k plan membership statisitcs for MISTER MONEY INVESTMENT, INC. 401(K) PLAN

Measure Date Value
2023: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0116
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0118
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0120
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0119
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0135
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01119
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MISTER MONEY INVESTMENT, INC. 401(K) PLAN

Measure Date Value
2023 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-11-08$0
Total plan liabilities at end of year2023-11-08$0
Total plan liabilities at beginning of year2023-11-08$0
Total income from all sources2023-11-08$128,996
Expenses. Total of all expenses incurred2023-11-08$1,520,049
Benefits paid (including direct rollovers)2023-11-08$1,513,524
Total plan assets at end of year2023-11-08$0
Total plan assets at beginning of year2023-11-08$1,391,053
Value of fidelity bond covering the plan2023-11-08$500,000
Total contributions received or receivable from participants2023-11-08$8,713
Expenses. Other expenses not covered elsewhere2023-11-08$0
Contributions received from other sources (not participants or employers)2023-11-08$0
Other income received2023-11-08$116,615
Noncash contributions received2023-11-08$0
Net income (gross income less expenses)2023-11-08$-1,391,053
Net plan assets at end of year (total assets less liabilities)2023-11-08$0
Net plan assets at beginning of year (total assets less liabilities)2023-11-08$1,391,053
Total contributions received or receivable from employer(s)2023-11-08$3,668
Value of certain deemed distributions of participant loans2023-11-08$0
Value of corrective distributions2023-11-08$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-11-08$6,525
2022 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-306,639
Expenses. Total of all expenses incurred2022-12-31$272,343
Benefits paid (including direct rollovers)2022-12-31$265,818
Total plan assets at end of year2022-12-31$1,391,053
Total plan assets at beginning of year2022-12-31$1,970,035
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$32,126
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-346,528
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-578,982
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,391,053
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,970,035
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$7,763
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,525
2021 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$331,915
Expenses. Total of all expenses incurred2021-12-31$353,183
Benefits paid (including direct rollovers)2021-12-31$346,683
Total plan assets at end of year2021-12-31$1,970,035
Total plan assets at beginning of year2021-12-31$1,991,303
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$33,047
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$290,378
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-21,268
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,970,035
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,991,303
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$8,490
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,500
2020 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$390,101
Expenses. Total of all expenses incurred2020-12-31$99,231
Benefits paid (including direct rollovers)2020-12-31$92,741
Total plan assets at end of year2020-12-31$1,991,303
Total plan assets at beginning of year2020-12-31$1,700,433
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$36,365
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$342,705
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$290,870
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,991,303
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,700,433
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$11,031
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,490
2019 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$418,777
Expenses. Total of all expenses incurred2019-12-31$661,702
Benefits paid (including direct rollovers)2019-12-31$655,167
Total plan assets at end of year2019-12-31$1,700,433
Total plan assets at beginning of year2019-12-31$1,943,358
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$45,716
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$359,364
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-242,925
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,700,433
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,943,358
Total contributions received or receivable from employer(s)2019-12-31$13,697
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,535
2018 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-32,431
Expenses. Total of all expenses incurred2018-12-31$161,361
Benefits paid (including direct rollovers)2018-12-31$154,866
Total plan assets at end of year2018-12-31$1,943,358
Total plan assets at beginning of year2018-12-31$2,137,150
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$52,081
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-100,065
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-193,792
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,943,358
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,137,150
Total contributions received or receivable from employer(s)2018-12-31$15,553
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,495
2017 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$356,232
Expenses. Total of all expenses incurred2017-12-31$102,403
Benefits paid (including direct rollovers)2017-12-31$93,600
Total plan assets at end of year2017-12-31$2,137,150
Total plan assets at beginning of year2017-12-31$1,883,321
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$44,845
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$297,898
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$253,829
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,137,150
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,883,321
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$13,489
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,803
2016 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$166,026
Expenses. Total of all expenses incurred2016-12-31$59,426
Benefits paid (including direct rollovers)2016-12-31$55,230
Total plan assets at end of year2016-12-31$1,883,321
Total plan assets at beginning of year2016-12-31$1,776,721
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$51,774
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$97,873
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$106,600
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,883,321
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,776,721
Total contributions received or receivable from employer(s)2016-12-31$16,379
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,196
2015 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$67,268
Expenses. Total of all expenses incurred2015-12-31$28,302
Benefits paid (including direct rollovers)2015-12-31$21,802
Total plan assets at end of year2015-12-31$1,776,721
Total plan assets at beginning of year2015-12-31$1,737,755
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$52,934
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,542
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$38,966
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,776,721
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,737,755
Total contributions received or receivable from employer(s)2015-12-31$15,876
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,500
2014 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$149,334
Expenses. Total of all expenses incurred2014-12-31$9,786
Benefits paid (including direct rollovers)2014-12-31$3,269
Total plan assets at end of year2014-12-31$1,737,755
Total plan assets at beginning of year2014-12-31$1,598,207
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$40,848
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$92,111
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$139,548
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,737,755
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,598,207
Total contributions received or receivable from employer(s)2014-12-31$16,375
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,517
2013 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$379,398
Expenses. Total of all expenses incurred2013-12-31$134,403
Benefits paid (including direct rollovers)2013-12-31$133,485
Total plan assets at end of year2013-12-31$1,598,207
Total plan assets at beginning of year2013-12-31$1,353,212
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$45,081
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$311,294
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$244,995
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,598,207
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,353,212
Total contributions received or receivable from employer(s)2013-12-31$23,023
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$918
2012 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$349,952
Total of all expenses incurred2012-12-31$371,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$369,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$181,323
Value of total assets at end of year2012-12-31$1,353,212
Value of total assets at beginning of year2012-12-31$1,375,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,267
Total interest from all sources2012-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,580
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$110,085
Administrative expenses (other) incurred2012-12-31$2,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-22,040
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,353,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,375,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,306,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,151,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$223,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$223,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$132,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$71,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$369,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EKS&H LLLP
Accountancy firm EIN2012-12-31461497033
2011 : MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$162,100
Total of all expenses incurred2011-12-31$122,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$119,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$204,273
Value of total assets at end of year2011-12-31$1,375,252
Value of total assets at beginning of year2011-12-31$1,335,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,685
Total interest from all sources2011-12-31$56
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,723
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$125,173
Administrative expenses (other) incurred2011-12-31$2,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,579
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,375,252
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,335,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,151,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,104,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$223,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$231,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$231,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$79,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$119,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EKS&H
Accountancy firm EIN2011-12-31840869721

Form 5500 Responses for MISTER MONEY INVESTMENT, INC. 401(K) PLAN

2023: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MISTER MONEY INVESTMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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