401k Plan data: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN plan

MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN
Plan identification number	001

MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

MANZANITA FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MANZANITA FINANCIAL SERVICES, INC.

Employer identification number (EIN): 454088403

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 EUGENE LEE EUGENE LEE 2018-09-11
001 2016-01-01 EUGENE LEE EUGENE LEE 2017-10-02
001 2015-01-01 EUGENE LEE EUGENE LEE 2016-10-14
001 2014-01-01 EUGENE LEE EUGENE LEE 2015-08-19
001 2013-01-01 EUGENE LEE EUGENE LEE 2014-08-18
001 2012-01-01 MONTY LEE MONTY LEE 2013-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	EUGENE LEE	EUGENE LEE	2018-09-11
001	2016-01-01	EUGENE LEE	EUGENE LEE	2017-10-02
001	2015-01-01	EUGENE LEE	EUGENE LEE	2016-10-14
001	2014-01-01	EUGENE LEE	EUGENE LEE	2015-08-19
001	2013-01-01	EUGENE LEE	EUGENE LEE	2014-08-18
001	2012-01-01	MONTY LEE	MONTY LEE	2013-10-12

Plan Statistics for MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2021: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2021: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2021 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$35,553
Expenses. Total of all expenses incurred	2021-12-31	$14,207
Benefits paid (including direct rollovers)	2021-12-31	$14,207
Total plan assets at end of year	2021-12-31	$333,892
Total plan assets at beginning of year	2021-12-31	$312,546
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$-237
Net income (gross income less expenses)	2021-12-31	$21,346
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$333,892
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$312,546
Assets. Value of employer securities	2021-12-31	$124,821
Total contributions received or receivable from employer(s)	2021-12-31	$9,790
2020 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$52,460
Total plan assets at end of year	2020-12-31	$312,546
Total plan assets at beginning of year	2020-12-31	$260,086
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$17,460
Net income (gross income less expenses)	2020-12-31	$52,460
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$312,546
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$260,086
Assets. Value of employer securities	2020-12-31	$127,770
Total contributions received or receivable from employer(s)	2020-12-31	$9,000
2019 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$35,291
Expenses. Total of all expenses incurred	2019-12-31	$9,485
Benefits paid (including direct rollovers)	2019-12-31	$9,485
Total plan assets at end of year	2019-12-31	$260,086
Total plan assets at beginning of year	2019-12-31	$234,280
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$8,891
Net income (gross income less expenses)	2019-12-31	$25,806
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$260,086
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$234,280
Assets. Value of employer securities	2019-12-31	$116,320
Total contributions received or receivable from employer(s)	2019-12-31	$1,400
2018 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$131,861
Expenses. Total of all expenses incurred	2018-12-31	$5,344
Benefits paid (including direct rollovers)	2018-12-31	$5,265
Total plan assets at end of year	2018-12-31	$234,280
Total plan assets at beginning of year	2018-12-31	$107,763
Total contributions received or receivable from participants	2018-12-31	$24,500
Expenses. Other expenses not covered elsewhere	2018-12-31	$79
Other income received	2018-12-31	$101,561
Net income (gross income less expenses)	2018-12-31	$126,517
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$234,280
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$107,763
Assets. Value of employer securities	2018-12-31	$108,801
Total contributions received or receivable from employer(s)	2018-12-31	$5,800
2017 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-60,224
Expenses. Total of all expenses incurred	2017-12-31	$6,928
Benefits paid (including direct rollovers)	2017-12-31	$6,832
Total plan assets at end of year	2017-12-31	$107,763
Total plan assets at beginning of year	2017-12-31	$174,915
Value of fidelity bond covering the plan	2017-12-31	$15,000
Total contributions received or receivable from participants	2017-12-31	$26,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$96
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-86,224
Net income (gross income less expenses)	2017-12-31	$-67,152
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$107,763
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$174,915
Assets. Value of employer securities	2017-12-31	$93,763
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,956
Expenses. Total of all expenses incurred	2016-12-31	$6,040
Benefits paid (including direct rollovers)	2016-12-31	$6,038
Total plan assets at end of year	2016-12-31	$174,915
Total plan assets at beginning of year	2016-12-31	$159,999
Value of fidelity bond covering the plan	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$18,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$2
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$2,956
Net income (gross income less expenses)	2016-12-31	$14,916
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$174,915
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$159,999
Assets. Value of employer securities	2016-12-31	$95,532
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$28,987
Expenses. Total of all expenses incurred	2015-12-31	$4,985
Benefits paid (including direct rollovers)	2015-12-31	$2,963
Total plan assets at end of year	2015-12-31	$159,999
Total plan assets at beginning of year	2015-12-31	$135,997
Value of fidelity bond covering the plan	2015-12-31	$15,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,022
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$4,987
Net income (gross income less expenses)	2015-12-31	$24,002
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$159,999
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$135,997
Assets. Value of employer securities	2015-12-31	$92,584
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$37,872
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$135,997
Total plan assets at beginning of year	2014-12-31	$98,125
Value of fidelity bond covering the plan	2014-12-31	$15,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$14,872
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$37,872
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$135,997
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$98,125
Assets. Value of employer securities	2014-12-31	$87,600
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$24,435
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$98,125
Total plan assets at beginning of year	2013-12-31	$73,690
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$11,700
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$12,735
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$24,435
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$98,125
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$73,690
Assets. Value of employer securities	2013-12-31	$72,730
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$73,710
Expenses. Total of all expenses incurred	2012-12-31	$20
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$73,690
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$20
Contributions received from other sources (not participants or employers)	2012-12-31	$71,000
Other income received	2012-12-31	$2,710
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$73,690
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$73,690
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$60,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

2021: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MANZANITA FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MANZANITA FINANCIAL SERVICES, INC.
Employer identification number (EIN):	454088403
NAIC Classification:	541219
NAIC Description:	Other Accounting Services