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MABRY VENTURE RETIREMENT PLAN 401k Plan overview

Plan NameMABRY VENTURE RETIREMENT PLAN
Plan identification number 001

MABRY VENTURE RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MABRY VENTURE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MABRY VENTURE, INC.
Employer identification number (EIN):452303243
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about MABRY VENTURE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-05-13
Company Identification Number: 0801425144
Legal Registered Office Address: 409 SHELBY DR

BURLESON
United States of America (USA)
76028

More information about MABRY VENTURE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MABRY VENTURE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL MABRY MICHAEL MABRY2018-05-21
0012016-01-01MICHAEL MABRY MICHAEL MABRY2017-05-21
0012015-01-01MICHAEL MABRY MICHAEL MABRY2016-04-30
0012014-01-01MICHAEL MABRY MICHAEL MABRY2015-05-02
0012013-01-01MICHAEL MABRY MICHAEL MABRY2014-04-18
0012012-01-01MICHAEL MABRY MICHAEL MABRY2013-06-29
0012011-05-18MICHAEL MABRY

Plan Statistics for MABRY VENTURE RETIREMENT PLAN

401k plan membership statisitcs for MABRY VENTURE RETIREMENT PLAN

Measure Date Value
2022: MABRY VENTURE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MABRY VENTURE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MABRY VENTURE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MABRY VENTURE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MABRY VENTURE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MABRY VENTURE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MABRY VENTURE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MABRY VENTURE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MABRY VENTURE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MABRY VENTURE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MABRY VENTURE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MABRY VENTURE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-181
Total number of active participants reported on line 7a of the Form 55002011-05-181
Number of retired or separated participants receiving benefits2011-05-180
Number of other retired or separated participants entitled to future benefits2011-05-180
Total of all active and inactive participants2011-05-181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-180
Total participants2011-05-181
Number of participants with account balances2011-05-181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-180

Financial Data on MABRY VENTURE RETIREMENT PLAN

Measure Date Value
2022 : MABRY VENTURE RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-27,227
Expenses. Total of all expenses incurred2022-12-31$1,081
Total plan assets at end of year2022-12-31$393,194
Total plan assets at beginning of year2022-12-31$421,502
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$2,322
Other income received2022-12-31$-31,407
Net income (gross income less expenses)2022-12-31$-28,308
Net plan assets at end of year (total assets less liabilities)2022-12-31$393,194
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$421,502
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$89
Assets. Value of employer securities2022-12-31$281,451
Total contributions received or receivable from employer(s)2022-12-31$1,858
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,081
2021 : MABRY VENTURE RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-721
Expenses. Total of all expenses incurred2021-12-31$938
Total plan assets at end of year2021-12-31$421,502
Total plan assets at beginning of year2021-12-31$423,161
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$2,472
Other income received2021-12-31$-5,170
Net income (gross income less expenses)2021-12-31$-1,659
Net plan assets at end of year (total assets less liabilities)2021-12-31$421,502
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$423,161
Assets. Value of employer securities2021-12-31$291,417
Total contributions received or receivable from employer(s)2021-12-31$1,977
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$938
2020 : MABRY VENTURE RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$74,698
Expenses. Total of all expenses incurred2020-12-31$758
Total plan assets at end of year2020-12-31$423,161
Total plan assets at beginning of year2020-12-31$349,221
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$2,301
Other income received2020-12-31$70,459
Net income (gross income less expenses)2020-12-31$73,940
Net plan assets at end of year (total assets less liabilities)2020-12-31$423,161
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$349,221
Assets. Value of employer securities2020-12-31$310,061
Total contributions received or receivable from employer(s)2020-12-31$1,938
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$758
2019 : MABRY VENTURE RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-14,257
Expenses. Total of all expenses incurred2019-12-31$882
Total plan assets at end of year2019-12-31$349,221
Total plan assets at beginning of year2019-12-31$364,360
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$2,339
Other income received2019-12-31$-18,490
Net income (gross income less expenses)2019-12-31$-15,139
Net plan assets at end of year (total assets less liabilities)2019-12-31$349,221
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$364,360
Assets. Value of employer securities2019-12-31$253,888
Total contributions received or receivable from employer(s)2019-12-31$1,894
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$882
2018 : MABRY VENTURE RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-6,637
Expenses. Total of all expenses incurred2018-12-31$811
Total plan assets at end of year2018-12-31$364,360
Total plan assets at beginning of year2018-12-31$371,808
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$2,198
Other income received2018-12-31$-10,683
Net income (gross income less expenses)2018-12-31$-7,448
Net plan assets at end of year (total assets less liabilities)2018-12-31$364,360
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$371,808
Assets. Value of employer securities2018-12-31$288,584
Total contributions received or receivable from employer(s)2018-12-31$1,848
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$811
2017 : MABRY VENTURE RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$17,412
Expenses. Total of all expenses incurred2017-12-31$590
Total plan assets at end of year2017-12-31$371,808
Total plan assets at beginning of year2017-12-31$354,986
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$2,331
Other income received2017-12-31$13,217
Net income (gross income less expenses)2017-12-31$16,822
Net plan assets at end of year (total assets less liabilities)2017-12-31$371,808
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$354,986
Assets. Value of employer securities2017-12-31$294,317
Total contributions received or receivable from employer(s)2017-12-31$1,864
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MABRY VENTURE RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-14,967
Expenses. Total of all expenses incurred2016-12-31$503
Total plan assets at end of year2016-12-31$354,986
Total plan assets at beginning of year2016-12-31$370,456
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$2,067
Other income received2016-12-31$-18,688
Net income (gross income less expenses)2016-12-31$-15,470
Net plan assets at end of year (total assets less liabilities)2016-12-31$354,986
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$370,456
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$239
Assets. Value of employer securities2016-12-31$292,288
Total contributions received or receivable from employer(s)2016-12-31$1,654
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MABRY VENTURE RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,586
Expenses. Total of all expenses incurred2015-12-31$474
Total plan assets at end of year2015-12-31$370,456
Total plan assets at beginning of year2015-12-31$368,344
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$2,085
Other income received2015-12-31$-1,167
Net income (gross income less expenses)2015-12-31$2,112
Net plan assets at end of year (total assets less liabilities)2015-12-31$370,456
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$368,344
Assets. Value of employer securities2015-12-31$315,049
Total contributions received or receivable from employer(s)2015-12-31$1,668
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$474
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MABRY VENTURE RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$12,812
Expenses. Total of all expenses incurred2014-12-31$1,299
Benefits paid (including direct rollovers)2014-12-31$728
Total plan assets at end of year2014-12-31$368,344
Total plan assets at beginning of year2014-12-31$356,831
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$2,025
Expenses. Other expenses not covered elsewhere2014-12-31$522
Other income received2014-12-31$9,156
Net income (gross income less expenses)2014-12-31$11,513
Net plan assets at end of year (total assets less liabilities)2014-12-31$368,344
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$356,831
Assets. Value of employer securities2014-12-31$315,811
Total contributions received or receivable from employer(s)2014-12-31$1,631
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$49
2013 : MABRY VENTURE RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$146,702
Expenses. Total of all expenses incurred2013-12-31$314
Benefits paid (including direct rollovers)2013-12-31$33
Total plan assets at end of year2013-12-31$356,831
Total plan assets at beginning of year2013-12-31$210,443
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$1,080
Expenses. Other expenses not covered elsewhere2013-12-31$72
Contributions received from other sources (not participants or employers)2013-12-31$43,143
Other income received2013-12-31$101,528
Net income (gross income less expenses)2013-12-31$146,388
Net plan assets at end of year (total assets less liabilities)2013-12-31$356,831
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$210,443
Assets. Value of employer securities2013-12-31$309,239
Total contributions received or receivable from employer(s)2013-12-31$951
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$209
2012 : MABRY VENTURE RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$77,465
Expenses. Total of all expenses incurred2012-12-31$72
Total plan assets at end of year2012-12-31$210,443
Total plan assets at beginning of year2012-12-31$133,050
Value of fidelity bond covering the plan2012-12-31$50,000
Expenses. Other expenses not covered elsewhere2012-12-31$72
Other income received2012-12-31$77,465
Net income (gross income less expenses)2012-12-31$77,393
Net plan assets at end of year (total assets less liabilities)2012-12-31$210,443
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$133,050
Assets. Value of employer securities2012-12-31$210,345
2011 : MABRY VENTURE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$133,086
Expenses. Total of all expenses incurred2011-12-31$36
Total plan assets at end of year2011-12-31$133,050
Expenses. Other expenses not covered elsewhere2011-12-31$36
Contributions received from other sources (not participants or employers)2011-12-31$105,000
Other income received2011-12-31$28,086
Net income (gross income less expenses)2011-12-31$133,050
Net plan assets at end of year (total assets less liabilities)2011-12-31$133,050
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$132,880

Form 5500 Responses for MABRY VENTURE RETIREMENT PLAN

2022: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MABRY VENTURE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MABRY VENTURE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MABRY VENTURE RETIREMENT 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MABRY VENTURE RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MABRY VENTURE RETIREMENT 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: MABRY VENTURE RETIREMENT PLAN 2011 form 5500 responses
2011-05-18Type of plan entitySingle employer plan
2011-05-18First time form 5500 has been submittedYes
2011-05-18Submission has been amendedNo
2011-05-18This submission is the final filingNo
2011-05-18This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-18Plan is a collectively bargained planNo
2011-05-18Plan funding arrangement – TrustYes
2011-05-18Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $101
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $108
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $100
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $90
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $108
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWARREN, PETER M
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $115
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $115
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBALDWIN, CFP SUSAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $49
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBALDWIN, DFP SUSAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690594
Policy instance 1
Insurance contract or identification number690594
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $248
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBALDWIN, DFP SUSAN

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